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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,268 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $1,175 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $101 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,264 | $54,355-66.4% | $82,744-77.9% | $68,486-73.3% |
| Participation rate | 95.9% | 63.9%+31.9pp | 72.6%+23.3pp | 67.9%+28.0pp |
| Annual return | -16.28% | -13.67%-2.6pp | 702.22%-718.5pp | -7.85%-8.4pp |
| Employer contribution / active EE | $2,620 | $2,219+18.1% | $3,008-12.9% | $2,597+0.9% |
| Participant deferral / active EE | $4,539 | $3,246+39.8% | $4,395+3.3% | $4,028+12.7% |
| Admin fee / account holder | $172 | $4,397-96.1% | $5,325-96.8% | $5,404-96.8% |