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 | $58,234-11.9% | $81,783-37.2% | $80,874-36.5% |
| Participation rate | 85.4% | 63.4%+22.0pp | 72.4%+13.1pp | 67.6%+17.8pp |
| Annual return | 14.41% | 41.70%-27.3pp | 775.05%-760.6pp | 35.62%-21.2pp |
| Employer contribution / active EE | $3,762 | $2,341+60.7% | $2,913+29.2% | $2,756+36.5% |
| Participant deferral / active EE | $4,408 | $3,283+34.3% | $4,320+2.0% | $4,297+2.6% |
| Admin fee / account holder | $293 | $4,982-94.1% | $7,380-96.0% | $6,935-95.8% |