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| Provider | Service type | Compensation |
|---|---|---|
CMR BENEFITS GROUP INC1 year Service code 16 4347 CARLISLE DR · PRAIRIE GROVE, IL 60012 | Consulting | $7,381 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,200 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,424 |
COLLEEN BRINDISI2+ years Filed as: COLLEEN ROOS Service code 16 4347 CARLISLE DR · PRAIRIE GROVE, IL 60012 | Consulting | $627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,730 | $46,072-63.7% | $69,779-76.0% | $55,167-69.7% |
| Participation rate | 52.6% | 67.5%-14.9pp | 71.8%-19.2pp | 69.0%-16.4pp |
| Annual return | 8.21% | 8.68%-0.5pp | 12.99%-4.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $387 | $1,500-74.2% | $2,338-83.4% | $1,963-80.3% |
| Participant deferral / active EE | $1,209 | $2,344-48.4% | $2,931-58.8% | $3,054-60.4% |
| Admin fee / account holder | $101 | $428-76.3% | $4,381-97.7% | $504-79.9% |