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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 · EIN 31-1582098 | Advisory (Plan) | $16,010 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $2,224 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,933 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,241 | $62,715-64.5% | $104,301-78.7% | $66,938-66.8% |
| Participation rate | 93.4% | 59.6%+33.8pp | 73.3%+20.1pp | 69.8%+23.6pp |
| Annual return | -10.62% | -14.70%+4.1pp | 24.61%-35.2pp | 1.58%-12.2pp |
| Employer contribution / active EE | $1,304 | $1,976-34.0% | $3,373-61.3% | $2,545-48.8% |
| Participant deferral / active EE | $2,547 | $2,852-10.7% | $4,626-44.9% | $4,238-39.9% |
| Admin fee / account holder | $85 | $657-87.0% | $7,340-98.8% | $594-85.6% |