Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $67,131 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $47,279 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN & MOORE LTD Service code 10 PO BOX 92947 · CLEVELAND, OH 441942947 | Accounting | $43,443 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,709 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,616 | $79,223+18.2% | $102,460-8.6% | $74,478+25.7% |
| Participation rate | 59.7% | 74.8%-15.1pp | 76.5%-16.8pp | 67.2%-7.5pp |
| Annual return | 12.98% | 54.98%-42.0pp | 29.47%-16.5pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $3,726 | $2,363+57.7% | $3,025+23.2% | $2,626+41.9% |
| Participant deferral / active EE | $10,141 | $4,417+129.6% | $5,056+100.6% | $4,350+133.1% |
| Admin fee / account holder | $478 | $2,003-76.2% | $9,460-95.0% | $1,946-75.5% |