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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $15,268 |
Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $13,587 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,274 |
Filed as: EMPOWER ADVISORY GROUP. LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,324 |
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 | $64,088 | $76,696-16.4% | $96,515-33.6% | $71,511-10.4% |
| Participation rate | 88.2% | 66.6%+21.6pp | 74.3%+13.8pp | 67.9%+20.2pp |
| Annual return | 43.51% | 48.32%-4.8pp | 35.73%+7.8pp | 28.86%+14.7pp |
| Employer contribution / active EE | $1,304 | $3,032-57.0% | $3,740-65.1% | $2,589-49.6% |
| Participant deferral / active EE | $6,523 | $3,770+73.0% | $4,880+33.7% | $4,291+52.0% |
| Admin fee / account holder | $199 | $2,030-90.2% | $6,735-97.0% | $1,588-87.5% |