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| Provider | Service type | Compensation |
|---|---|---|
PFS INVESTMENTS3+ years Filed as: PFS INVESTMENTS INC Service code 55 · EIN 06-1375177 1 PRIMERICA PKWY · DULUTH, GA 30099 | Other Commissions | $88,329 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN PENSION SERVICES, LLC Service code 49 · EIN 71-0294708 | Other Services | $61,768 |
SAGEPOINT FINANCIAL INC2 years Filed as: RESOURCE INVESTMENT ADVISORS, LL Service code 99 · EIN 43-1451524 | Other Fees | $35,483 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 99 · EIN 04-1590850 | Other Fees | $30,405 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 55 · EIN 06-1375177 | Other Commissions | $26,621 |
BRIGHTON JONES LLC1 year Filed as: BRIGHTON JONES, LLC Service code 99 · EIN 91-2007475 | Other Fees | $24,475 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 · EIN 06-1375177 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $19,184 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 99 · EIN 36-3258176 | Other Fees | $18,295 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $14,127 |
Filed as: NYLIFE SECURITIES LLC Service code 55 | Other Commissions | $2,665 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,312 | $122,585-80.2% | $184,256-86.8% | $200,096-87.8% |
| Participation rate | 55.6% | 86.9%-31.3pp | 86.8%-31.2pp | 72.0%-16.4pp |
| Annual return | 19.78% | 144.12%-124.3pp | 28.85%-9.1pp | 34.26%-14.5pp |
| Employer contribution / active EE | $1,287 | $4,571-71.9% | $6,427-80.0% | $3,038-57.6% |
| Participant deferral / active EE | $2,032 | $7,972-74.5% | $9,133-77.7% | $5,090-60.1% |
| Admin fee / account holder | $259 | $120+115.3% | $13,899-98.1% | $269-3.9% |