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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,976 |
Service code 27 24 E COTA ST. STE. 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $18,548 |
Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $8,982 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,390 |
Filed as: CBIZ INVESTMENT ADVISORY SERV. LLC Service code 99 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Other Fees | -$1,650 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,775 | $101,653-44.1% | $147,080-61.4% | $74,459-23.8% |
| Participation rate | 90.5% | 75.6%+15.0pp | 82.2%+8.3pp | 67.2%+23.3pp |
| Annual return | 30.96% | 8754.98%-8724.0pp | 420.17%-389.2pp | 1369.70%-1338.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $13,556 | $7,304+85.6% | $8,066+68.1% | $4,350+211.6% |
| Admin fee / account holder | $389 | $1,752-77.8% | $12,989-97.0% | $1,945-80.0% |