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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) | $20,053 |
Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 13 PO BOX 632886 · CINCINNATI, OH 452632886 | Contract Administrator | $14,862 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,663 |
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 | $81,747 | $80,748+1.2% | $102,383-20.2% | $74,429+9.8% |
| Participation rate | 88.0% | 65.7%+22.4pp | 74.5%+13.5pp | 67.2%+20.8pp |
| Annual return | 12.88% | 27.57%-14.7pp | 24.94%-12.1pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $2,335 | $3,159-26.1% | $3,870-39.7% | $2,625-11.0% |
| Participant deferral / active EE | $5,169 | $3,861+33.9% | $5,060+2.2% | $4,348+18.9% |
| Admin fee / account holder | $301 | $2,371-87.3% | $8,391-96.4% | $1,944-84.5% |