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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $9,715 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $6,554 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,509 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC DBA MORNINGSTAR ASS Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $322 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,696 | $71,523-68.3% | $98,461-76.9% | $71,511-68.3% |
| Participation rate | 91.3% | 72.7%+18.6pp | 75.2%+16.1pp | 67.9%+23.4pp |
| Annual return | 18.81% | 32.43%-13.6pp | 21.17%-2.4pp | 28.86%-10.0pp |
| Employer contribution / active EE | $774 | $2,399-67.8% | $3,049-74.6% | $2,589-70.1% |
| Participant deferral / active EE | $2,923 | $4,109-28.9% | $4,738-38.3% | $4,291-31.9% |
| Admin fee / account holder | $73 | $1,676-95.6% | $8,961-99.2% | $1,588-95.4% |