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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES8+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $65,742 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 6050 OAK TREE BLVD D · CLEVELAND, OH 44131 | Advisory (Plan) | $43,925 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $43,707 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $34,758 |
Filed as: YOUNT, HYDE & BARBOUR Service code 10 50 SOUTH CAMERON ST · WINCHESTER, VA 22604 | Accounting | $15,000 |
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 | $45,124 | $106,236-57.5% | $112,263-59.8% | $64,824-30.4% |
| Participation rate | 78.9% | 71.7%+7.2pp | 75.1%+3.8pp | 71.5%+7.4pp |
| Annual return | -15.49% | -6.02%-9.5pp | 27.49%-43.0pp | 32.84%-48.3pp |
| Employer contribution / active EE | $5,346 | $3,167+68.8% | $3,636+47.0% | $2,507+113.2% |
| Participant deferral / active EE | $1,825 | $3,786-51.8% | $4,729-61.4% | $4,311-57.7% |
| Admin fee / account holder | $402 | $452-11.0% | $6,410-93.7% | $188+114.1% |