Filed August 6, 2019
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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 | $17,282 |
Filed as: CBIZ INVESTMENT ADVISORY SERV LLC Service code 27 6050 OAK TREE BLVD S STE 500 · CLEVELAND, OH 44131 | Advisory (Plan) | $9,120 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 99 P.O. BOX 632886 · CINCINNATI, OH 452632886 | Other Fees | $5,212 |
Filed as: CBIZ BENEFITS & INSURANCE SERV INC. Service code 99 | Other Fees | $1,327 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,306 | $82,979-75.5% | $102,412-80.2% | $77,736-73.9% |
| Participation rate | 25.2% | 71.5%-46.3pp | 74.5%-49.3pp | 70.6%-45.3pp |
| Annual return | 19.00% | 19.11%-0.1pp | 24.94%-5.9pp | 31.26%-12.3pp |
| Employer contribution / active EE | $834 | $3,554-76.5% | $3,870-78.4% | $2,728-69.4% |
| Participant deferral / active EE | $1,412 | $4,109-65.6% | $5,060-72.1% | $4,651-69.6% |
| Admin fee / account holder | $232 | $639-63.6% | $8,388-97.2% | $433-46.4% |