Filed February 2, 2023
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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES4+ years Service code 13 | Contract Administrator | $8,998 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,545 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $660 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $463 |
Filed as: CBIZ BENEFITS & INS. SERVICES INC. Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,185 | $65,223-69.1% | $80,022-74.8% | $55,725-63.8% |
| Participation rate | 93.3% | 80.6%+12.7pp | 75.8%+17.4pp | 70.9%+22.4pp |
| Annual return | -6.21% | 7.59%-13.8pp | 11.22%-17.4pp | 244.93%-251.1pp |
| Employer contribution / active EE | $1,097 | $2,544-56.9% | $2,468-55.5% | $2,078-47.2% |
| Participant deferral / active EE | $2,712 | $3,881-30.1% | $3,686-26.4% | $3,356-19.2% |
| Admin fee / account holder | $12 | $114-89.3% | $6,521-99.8% | $115-89.4% |