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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 5959 ROCKSIDE WOODS BLVD N · CLEVELAND, OH 44131 | Advisory (Plan) | $78,599 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,886 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $109,260 | $92,186+18.5% | $105,624+3.4% | $77,762+40.5% |
| Participation rate | 83.6% | 81.0%+2.6pp | 75.3%+8.3pp | 70.6%+13.0pp |
| Annual return | 14.89% | 17.83%-2.9pp | 116.20%-101.3pp | 31.27%-16.4pp |
| Employer contribution / active EE | $3,979 | $3,376+17.9% | $3,168+25.6% | $2,728+45.8% |
| Participant deferral / active EE | $7,826 | $5,395+45.1% | $5,013+56.1% | $4,651+68.3% |
| Admin fee / account holder | $455 | $219+107.7% | $10,961-95.8% | $433+5.1% |