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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $49,527 |
R.J.L. PENSION SERVICES, INC.10+ years Service code 13 · EIN 59-3033722 | Contract Administrator | $47,071 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $14,143 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,091 | $53,204-82.9% | $155,556-94.2% | $200,096-95.5% |
| Participation rate | 69.5% | 64.1%+5.4pp | 78.2%-8.7pp | 72.0%-2.5pp |
| Annual return | 14.19% | 41.02%-26.8pp | 64.84%-50.6pp | 34.26%-20.1pp |
| Employer contribution / active EE | $133 | $1,850-92.8% | $4,675-97.2% | $3,038-95.6% |
| Participant deferral / active EE | $1,669 | $3,163-47.3% | $5,631-70.4% | $5,090-67.2% |
| Admin fee / account holder | $122 | $186-34.1% | $15,885-99.2% | $269-54.6% |