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 | $39,978 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $19,086 |
Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 99 · EIN 47-0644967 PO BOX 632886 · CINCINNATI, OH 45236 | Other Fees | $3,172 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,814 | $58,312-16.3% | $86,656-43.7% | $71,529-31.8% |
| Participation rate | 81.7% | 65.0%+16.7pp | 71.7%+10.0pp | 67.9%+13.8pp |
| Annual return | 13.94% | 24.08%-10.1pp | 593.09%-579.2pp | 28.97%-15.0pp |
| Employer contribution / active EE | $3,051 | $2,576+18.4% | $3,025+0.8% | $2,590+17.8% |
| Participant deferral / active EE | $3,881 | $3,439+12.8% | $4,439-12.6% | $4,291-9.6% |
| Admin fee / account holder | $280 | $1,057-73.5% | $5,619-95.0% | $1,588-82.4% |