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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $34,288 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,340 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 64 6050 OAK TREE BLVD S · CLEVELAND, OH 44132 | Recordkeeping Fees | $9,022 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,973 | $84,784-51.7% | $98,462-58.4% | $74,473-45.0% |
| Participation rate | 32.1% | 81.5%-49.4pp | 75.2%-43.0pp | 70.7%-38.6pp |
| Annual return | 13.25% | 20.59%-7.3pp | 21.17%-7.9pp | 34.36%-21.1pp |
| Employer contribution / active EE | $326 | $3,364-90.3% | $3,049-89.3% | $2,638-87.6% |
| Participant deferral / active EE | $716 | $5,218-86.3% | $4,738-84.9% | $4,530-84.2% |
| Admin fee / account holder | $268 | $204+30.8% | $8,875-97.0% | $347-22.9% |