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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 | Advisory (Plan) | $10,093 |
UBS FINANCIAL SERVICES INC5 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $7,782 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,602 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $608 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $562 |
CROWE LLP1 year Service code 99 320 E JEFFERSON BLVD · SOUTH BEND, IN 46624 | Other Fees | $454 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $184 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,089 | $89,259-27.1% | $107,187-39.3% | $82,637-21.2% |
| Participation rate | 97.6% | 67.9%+29.6pp | 75.0%+22.5pp | 68.1%+29.5pp |
| Annual return | 9.54% | 21.02%-11.5pp | 204.55%-195.0pp | 53.51%-44.0pp |
| Employer contribution / active EE | $150 | $3,080-95.1% | $3,782-96.0% | $2,552-94.1% |
| Participant deferral / active EE | $4,768 | $4,037+18.1% | $5,096-6.4% | $4,126+15.6% |
| Admin fee / account holder | $6,006 | $7,381-18.6% | $9,162-34.5% | $7,339-18.2% |