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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 | $51,232 |
PARK AVENUE SECURITIES LLC6 years Filed as: PARK AVENUE SECURITIES Service code 55 | Other Commissions | $12,769 |
CBIZ RETIREMENT PLAN SERVICES9+ years Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 | Contract Administrator | $5,496 |
Filed as: CBIZ BENEFITS & INS INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $0 |
PARK AVENUE SECURITIES LLC2 years Service code 55 6255 STERNER'S WAY · BETHLEHEM, PA 18017 | Other Commissions | $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 | $32,310 | $61,356-47.3% | $149,696-78.4% | $71,511-54.8% |
| Participation rate | 74.6% | 62.5%+12.1pp | 78.8%-4.2pp | 67.9%+6.7pp |
| Annual return | 17.15% | 35.86%-18.7pp | 134.46%-117.3pp | 28.86%-11.7pp |
| Employer contribution / active EE | $2,120 | $2,382-11.0% | $4,821-56.0% | $2,589-18.1% |
| Participant deferral / active EE | $3,023 | $2,920+3.6% | $5,682-46.8% | $4,291-29.5% |
| Admin fee / account holder | $246 | $1,263-80.6% | $13,212-98.1% | $1,588-84.5% |