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| Provider | Service type | Compensation |
|---|---|---|
AEGIS RETIREMENT PARTNERS7 years Service code 13 12 POND LANE · CONCORD, MA 01742 | Contract Administrator | $42,449 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,929 |
WEBSTER ROGERS10+ years Filed as: WEBSTERROGERS LLP Service code 10 PO BOX 1999 · BLUFFTON, SC 29910 | Accounting | $12,850 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,051 | $106,230-1.1% | $147,080-28.6% | $77,736+35.1% |
| Participation rate | 42.0% | 78.4%-36.4pp | 82.2%-40.2pp | 70.6%-28.6pp |
| Annual return | 12.76% | 56.91%-44.2pp | 420.17%-407.4pp | 31.26%-18.5pp |
| Employer contribution / active EE | $1,666 | $4,072-59.1% | $4,933-66.2% | $2,728-38.9% |
| Participant deferral / active EE | $3,181 | $8,001-60.2% | $8,066-60.6% | $4,651-31.6% |
| Admin fee / account holder | $149 | $338-56.1% | $12,989-98.9% | $433-65.7% |