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| Provider | Service type | Compensation |
|---|---|---|
JONES GREGG FINANCIAL4 years Filed as: JONES GREGG FINANCIAL, LLC Service code 27 6733 FAIRVIEW ROAD, SUITE D · CHARLOTTE, NC 282103652 | Advisory (Plan) | $21,126 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,671 |
PENTEGRA SERVICES, INC.2 years Service code 13 5350 SEVENTY SEVEN CENTER DRIVE · CHARLOTTE, NC 28217 | Contract Administrator | $2,880 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $741 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $32,845 | $93,010-64.7% | $96,538-66.0% | $74,473-55.9% |
| Participation rate | 40.5% | 71.6%-31.0pp | 74.3%-33.8pp | 70.7%-30.2pp |
| Annual return | 18.52% | 37.50%-19.0pp | 35.74%-17.2pp | 34.36%-15.8pp |
| Employer contribution / active EE | $1,081 | $3,427-68.5% | $3,740-71.1% | $2,638-59.0% |
| Participant deferral / active EE | $1,742 | $3,971-56.1% | $4,880-64.3% | $4,530-61.5% |
| Admin fee / account holder | $247 | $633-61.0% | $6,737-96.3% | $347-28.9% |