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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MANAGED ACCOUNT SERVICES INC DBA IN Service code 27 2665 S BAYSHORE DR STE 230 · COCONUT GROVE, FL 33133 | Advisory (Plan) | $4,817 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,241 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,952 | $42,810-79.1% | $169,452-94.7% | $55,725-83.9% |
| Participation rate | 40.8% | 64.7%-24.0pp | 77.8%-37.0pp | 70.9%-30.1pp |
| Annual return | -2.49% | -3.61%+1.1pp | 1.83%-4.3pp | 244.93%-247.4pp |
| Employer contribution / active EE | $213 | $1,402-84.8% | $4,157-94.9% | $2,078-89.8% |
| Participant deferral / active EE | $1,270 | $3,141-59.6% | $5,277-75.9% | $3,356-62.2% |
| Admin fee / account holder | $68 | $106-35.8% | $9,110-99.2% | $115-40.7% |