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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT SOLUTIONS, ETC.4 years Filed as: BENEFIT SOLUTIONS ETC Service code 13 · EIN 81-3186048 | Contract Administrator | $5,186 |
Filed as: EDWARD D JONES & CO Service code 27 · EIN 43-0345811 | Advisory (Plan) | $3,913 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $507 |
BENEFIT SOLUTIONS, ETC.3 years Filed as: BENEFIT SOLUTIONS ETC. LIMITED Service code 13 | Contract Administrator | $412 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,454-100.0% | $81,844-100.0% | $74,459-100.0% |
| Participation rate | 0.0% | 63.0%-63.0pp | 72.4%-72.4pp | 67.2%-67.2pp |
| Annual return | 11.82% | 16.87%-5.1pp | 778.87%-767.1pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $576 | $2,630-78.1% | $2,916-80.2% | $2,626-78.1% |
| Participant deferral / active EE | $2,028 | $3,398-40.3% | $4,323-53.1% | $4,350-53.4% |
| Admin fee / account holder | $0 | $1,490-100.0% | $7,355-100.0% | $1,945-100.0% |