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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $43,679 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,617 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,263 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,439 | $82,978-58.5% | $130,231-73.6% | $74,460-53.7% |
| Participation rate | 92.4% | 73.7%+18.8pp | 76.3%+16.2pp | 70.7%+21.7pp |
| Annual return | 0.00% | 123.05%-123.1pp | 38.86%-38.9pp | 34.38%-34.4pp |
| Employer contribution / active EE | $225 | $3,391-93.4% | $4,126-94.5% | $2,638-91.5% |
| Participant deferral / active EE | $4,207 | $5,370-21.7% | $6,799-38.1% | $4,530-7.1% |
| Admin fee / account holder | $101 | $354-71.6% | $6,020-98.3% | $348-71.1% |