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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $43,569 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,101 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,136 | $55,470-33.1% | $155,556-76.1% | $74,478-50.1% |
| Participation rate | 76.1% | 61.9%+14.2pp | 78.2%-2.2pp | 67.2%+8.8pp |
| Annual return | 11.48% | 269.80%-258.3pp | 64.84%-53.4pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $2,698 | $2,267+19.0% | $4,675-42.3% | $2,626+2.7% |
| Participant deferral / active EE | $3,373 | $2,838+18.9% | $5,631-40.1% | $4,350-22.5% |
| Admin fee / account holder | $270 | $1,744-84.5% | $15,885-98.3% | $1,946-86.1% |