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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 6050 OAK TREE BLVD. S, SUITE 500 · CLEVELAND, OH 44131 | Advisory (Plan) | $31,569 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $11,685 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 99 · EIN 31-1582098 | Other Fees | $7,892 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 82-1796570 | Investment Management | $637 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,549 | $49,451+172.1% | $79,576+69.1% | $66,930+101.0% |
| Participation rate | 48.1% | 61.3%-13.2pp | 69.5%-21.4pp | 69.8%-21.7pp |
| Annual return | -23.18% | 84.25%-107.4pp | 0.15%-23.3pp | 1.57%-24.8pp |
| Employer contribution / active EE | $796 | $1,266-37.1% | $2,413-67.0% | $2,545-68.7% |
| Participant deferral / active EE | $1,714 | $3,159-45.7% | $3,985-57.0% | $4,238-59.6% |
| Admin fee / account holder | $632 | $595+6.2% | $6,834-90.8% | $593+6.4% |