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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 P.O.BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $29,684 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 PO BOX 643791 · CLEVELAND, OH 45226 | Advisory (Plan) | $13,216 |
Filed as: SMITH ELLIOTT KERNS & COMPANY, LLC Service code 10 804 WAYNE AVENUE · CHAMBERSBURG, PA 17201 | Accounting | $12,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,816 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,340 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $5,025 |
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 | $93,878 | $129,227-27.4% | $184,256-49.1% | $77,762+20.7% |
| Participation rate | 99.4% | 87.4%+12.0pp | 86.8%+12.5pp | 70.6%+28.8pp |
| Annual return | 12.10% | 33.24%-21.1pp | 28.85%-16.7pp | 31.27%-19.2pp |
| Employer contribution / active EE | $4,539 | $4,412+2.9% | $6,427-29.4% | $2,728+66.4% |
| Participant deferral / active EE | $4,982 | $7,307-31.8% | $9,133-45.5% | $4,651+7.1% |
| Admin fee / account holder | $151 | $256-40.9% | $13,899-98.9% | $433-65.1% |