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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 23 · EIN 43-0345811 | Insurance services | $8,337 |
Service code 99 11816 SUNRAY AVE · BATON ROUGE, LA 70816 | Other Fees | $6,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $3,799 |
TRG ADVISORS, INC.1 year Filed as: TRG ADMINISTRATIVE SERVICES Service code 13 500 CORPORATION PKWY STE 108 · AMHERST, NY 14226 | Contract Administrator | $3,570 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,012 | $62,686-90.4% | $178,505-96.6% | $77,762-92.3% |
| Participation rate | 47.9% | 66.9%-19.0pp | 77.1%-29.3pp | 70.6%-22.7pp |
| Annual return | 9.37% | 16.16%-6.8pp | 27.16%-17.8pp | 31.27%-21.9pp |
| Employer contribution / active EE | $157 | $1,914-91.8% | $3,955-96.0% | $2,728-94.2% |
| Participant deferral / active EE | $1,068 | $4,224-74.7% | $6,280-83.0% | $4,651-77.0% |
| Admin fee / account holder | $60 | $386-84.3% | $10,428-99.4% | $433-86.0% |