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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,607 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS LLC Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $12,752 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,215 |
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 | $30,728 | $58,311-47.3% | $81,882-62.5% | $80,959-62.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 14.03% | 41.85%-27.8pp | 779.47%-765.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $2,918 | $2,347+24.3% | $2,916+0.1% | $2,757+5.8% |
| Participant deferral / active EE | $5,050 | $3,287+53.6% | $4,323+16.8% | $4,300+17.4% |
| Admin fee / account holder | $324 | $4,752-93.2% | $7,360-95.6% | $6,925-95.3% |