Filed November 2, 2021
Total covered: 14 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $180,160 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $60,044 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,671 | $105,179-66.1% | $64,097-44.3% | $80,169-55.5% |
| Participation rate | 93.5% | 73.5%+19.9pp | 72.3%+21.2pp | 72.9%+20.5pp |
| Annual return | 18.46% | 20.34%-1.9pp | 33.75%-15.3pp | 40.39%-21.9pp |
| Employer contribution / active EE | $2,708 | $3,311-18.2% | $2,750-1.5% | $2,978-9.1% |
| Participant deferral / active EE | $3,792 | $4,020-5.7% | $3,881-2.3% | $5,016-24.4% |
| Admin fee / account holder | $109 | $113-3.7% | $3,070-96.4% | $145-24.8% |