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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 | $20,954 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $15,000 |
Filed as: SMITH ELLIOTT KERNS & COMPANY, LLC Service code 10 804 WAYNE AVENUE · CHAMBERSBURG, PA 17201 | Accounting | $9,800 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,825 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,566 | $86,897-9.6% | $151,645-48.2% | $64,824+21.2% |
| Participation rate | 96.3% | 87.3%+9.0pp | 87.5%+8.8pp | 71.5%+24.8pp |
| Annual return | -13.79% | -3.57%-10.2pp | 3.34%-17.1pp | 32.84%-46.6pp |
| Employer contribution / active EE | $3,884 | $4,010-3.1% | $6,165-37.0% | $2,507+54.9% |
| Participant deferral / active EE | $4,028 | $6,690-39.8% | $8,363-51.8% | $4,311-6.6% |
| Admin fee / account holder | $127 | $153-17.0% | $11,614-98.9% | $188-32.4% |