Filed October 26, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,513 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,204 |
Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 99 | Other Fees | $3,505 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 99 PO BOX 632886 · CINCINNATI, OH 45263 | Other Fees | $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 | $51,322 | $58,311-12.0% | $81,882-37.3% | $80,959-36.6% |
| Participation rate | 85.4% | 63.5%+21.9pp | 72.4%+13.0pp | 67.7%+17.7pp |
| Annual return | 14.41% | 41.85%-27.4pp | 779.47%-765.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $3,762 | $2,347+60.3% | $2,916+29.0% | $2,757+36.5% |
| Participant deferral / active EE | $4,408 | $3,287+34.1% | $4,323+2.0% | $4,300+2.5% |
| Admin fee / account holder | $293 | $4,752-93.8% | $7,360-96.0% | $6,925-95.8% |