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| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT ADVANTAGE, INC.3 years Filed as: THE BENEFIT ADVANTAGE INC Service code 13 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Contract Administrator | $22,907 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,789 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,027 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,215 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,841 |
MORNINGSTAR7 years Filed as: MORNINGSTAR INC Service code 26 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Advisory (Participants) | $580 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,792 | $79,223-66.2% | $102,460-73.9% | $74,478-64.0% |
| Participation rate | 81.7% | 74.8%+7.0pp | 76.5%+5.2pp | 67.2%+14.5pp |
| Annual return | 9.26% | 54.98%-45.7pp | 29.47%-20.2pp | 1370.56%-1361.3pp |
| Employer contribution / active EE | $873 | $2,363-63.1% | $3,025-71.1% | $2,626-66.8% |
| Participant deferral / active EE | $2,465 | $4,417-44.2% | $5,056-51.2% | $4,350-43.3% |
| Admin fee / account holder | $161 | $2,003-92.0% | $9,460-98.3% | $1,946-91.7% |