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| Provider | Service type | Compensation |
|---|---|---|
STAFFORDSHIRE BENEFIT CONSULTING LL7+ years Service code 13 · EIN 20-0116061 | Contract Administrator | $1,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY F Service code 65 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Account Maintenance | $0 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 33 | Distribution (12b-1) fees; Securities... | $0 |
RELIANCE TRUST COMPANY8+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,515 | $37,317-39.7% | $77,024-70.8% | $77,904-71.1% |
| Participation rate | 5.9% | 46.9%-41.0pp | 67.9%-62.0pp | 73.7%-67.8pp |
| Annual return | -20.39% | -5.88%-14.5pp | 42.32%-62.7pp | 12.21%-32.6pp |
| Employer contribution / active EE | $0 | $1,218-100.0% | $2,812-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $228 | $2,564-91.1% | $4,426-94.8% | $4,806-95.2% |
| Admin fee / account holder | $12 | $126-90.5% | $5,425-99.8% | $133-91.0% |