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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUNITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,307 |
AMERITAS LIFE INSURANCE CORP6 years Filed as: AMERITAS INVESTMENT CORP Service code 27 5900 O ST · LINCOLN, NE 68510 | Advisory (Plan) | $21,355 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $5,700 |
Filed as: LEAFHOUSE FINANCIAL ADVOSORS, LLC Service code 27 6300 BRIDGE POINT PKWY BLDG STE 3 · AUSTIN, TX 78730 | Advisory (Plan) | $5,339 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,348 | $66,486-25.8% | $81,370-39.4% | $77,762-36.5% |
| Participation rate | 22.3% | 68.7%-46.4pp | 69.5%-47.3pp | 70.6%-48.3pp |
| Annual return | 15.19% | 15.95%-0.8pp | 24.85%-9.7pp | 31.27%-16.1pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,464-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $747 | $3,677-79.7% | $3,885-80.8% | $4,651-83.9% |
| Admin fee / account holder | $314 | $586-46.5% | $5,749-94.5% | $433-27.6% |