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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENTPLANS.COM, LLC1+ years Service code 13 · EIN 80-0968774 16051 ADDISON ROAD, SUITE 205 · ADDISON, TX 75001 | Contract Administrator | $5,544 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICAN · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,134 |
WORTH FINANCIAL GROUP, INC.1+ years Service code 55 16660 DALLAS PKWY., STE. 2200 · DALLAS, TX 75248 | Other Commissions | $1,549 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,946 | $106,264-87.8% | $147,117-91.2% | $77,762-83.4% |
| Participation rate | 61.9% | 78.4%-16.6pp | 82.2%-20.3pp | 70.6%-8.7pp |
| Annual return | 0.00% | 56.94%-56.9pp | 420.54%-420.5pp | 31.27%-31.3pp |
| Employer contribution / active EE | $554 | $4,074-86.4% | $4,932-88.8% | $2,728-79.7% |
| Participant deferral / active EE | $1,100 | $8,003-86.3% | $8,065-86.4% | $4,651-76.4% |
| Admin fee / account holder | $12 | $334-96.3% | $12,993-99.9% | $433-97.1% |