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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $105,681 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S STE 500 · CLEVELAND, OH 44131 | Advisory (Plan) | $58,150 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,151 | $89,588-55.2% | $133,698-70.0% | $77,762-48.4% |
| Participation rate | 67.9% | 74.3%-6.4pp | 76.4%-8.5pp | 70.6%-2.7pp |
| Annual return | 18.10% | 17.42%+0.7pp | 580.90%-562.8pp | 31.27%-13.2pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $4,218-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $4,194 | $5,592-25.0% | $7,016-40.2% | $4,651-9.8% |
| Admin fee / account holder | $221 | $539-59.1% | $6,703-96.7% | $433-49.0% |