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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,430 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 · EIN 31-1582098 | Advisory (Plan) | $15,576 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,314 | $62,409-48.2% | $120,524-73.2% | $74,429-56.6% |
| Participation rate | 91.5% | 56.8%+34.7pp | 71.9%+19.5pp | 67.2%+24.3pp |
| Annual return | 10.39% | 18.62%-8.2pp | 107.36%-97.0pp | 1368.38%-1358.0pp |
| Employer contribution / active EE | $0 | $1,847-100.0% | $3,469-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,148 | $2,888-25.6% | $4,994-57.0% | $4,348-50.6% |
| Admin fee / account holder | $313 | $2,394-86.9% | $9,440-96.7% | $1,944-83.9% |