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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $23,164 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $16,140 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $6,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,374 | $101,591-49.4% | $147,096-65.1% | $74,429-31.0% |
| Participation rate | 55.9% | 75.5%-19.7pp | 82.2%-26.3pp | 67.2%-11.4pp |
| Annual return | 14.36% | 8746.45%-8732.1pp | 419.75%-405.4pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $2,114 | $3,813-44.5% | $4,936-57.2% | $2,625-19.5% |
| Participant deferral / active EE | $4,334 | $7,302-40.6% | $8,071-46.3% | $4,348-0.3% |
| Admin fee / account holder | $381 | $1,750-78.2% | $13,005-97.1% | $1,944-80.4% |