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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $30,255 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,287 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,443 | $83,045-10.4% | $130,045-42.8% | $71,511+4.1% |
| Participation rate | 97.3% | 74.1%+23.2pp | 78.5%+18.8pp | 67.9%+29.3pp |
| Annual return | 17.88% | 20.61%-2.7pp | -137.30%+155.2pp | 28.86%-11.0pp |
| Employer contribution / active EE | $1,526 | $2,623-41.8% | $4,321-64.7% | $2,589-41.1% |
| Participant deferral / active EE | $5,917 | $4,436+33.4% | $5,820+1.7% | $4,291+37.9% |
| Admin fee / account holder | $396 | $1,727-77.0% | $10,600-96.3% | $1,588-75.0% |