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| Provider | Service type | Compensation |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 55 PO BOX 643792 · CINCINNATI, OH 45226 | Other Commissions | $5,775 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,271 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,701 | $25,723+104.9% | $69,182-23.8% | $55,167-4.5% |
| Participation rate | 16.7% | 39.4%-22.8pp | 55.1%-38.4pp | 69.0%-52.3pp |
| Annual return | 6.50% | 9.56%-3.1pp | -21.93%+28.4pp | 169.23%-162.7pp |
| Employer contribution / active EE | $132 | $480-72.6% | $1,206-89.1% | $1,963-93.3% |
| Participant deferral / active EE | $536 | $963-44.4% | $1,897-71.8% | $3,054-82.5% |
| Admin fee / account holder | $155 | $365-57.4% | $2,697-94.2% | $504-69.2% |