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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 | $15,880 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS LLC Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $8,273 |
CANTON DATA PRINT, LLC1 year Service code 99 2617 CLEVELAND AVE NW · CANTON, OH 44709 | Other Fees | $242 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $106 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,965 | $57,312-58.2% | $86,617-72.3% | $75,181-68.1% |
| Participation rate | 71.1% | 63.2%+7.9pp | 71.7%-0.6pp | 67.2%+3.9pp |
| Annual return | 17.56% | 2672.78%-2655.2pp | 591.91%-574.4pp | 160.69%-143.1pp |
| Employer contribution / active EE | $2,715 | $2,315+17.3% | $3,023-10.2% | $2,671+1.7% |
| Participant deferral / active EE | $4,559 | $3,319+37.4% | $4,437+2.8% | $4,126+10.5% |
| Admin fee / account holder | $180 | $4,114-95.6% | $5,613-96.8% | $5,650-96.8% |