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| Provider | Service type | Compensation |
|---|---|---|
FRONTIER CAPITAL MANAGEMENT4 years Filed as: FRONTIER WEALTH ENTERPRISES LLC Service code 27 4465 MAIN STREET, SUITE 650 · KANSAS CITY, MO 64111 | Advisory (Plan) | $29,046 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,947 |
THE RETIREMENT ADVANTAGE INC5 years Service code 13 101 E GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $7,325 |
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.
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 | $26,902 | $83,090-67.6% | $130,062-79.3% | $71,529-62.4% |
| Participation rate | 63.9% | 74.1%-10.2pp | 78.5%-14.6pp | 67.9%-4.0pp |
| Annual return | 8.20% | 20.61%-12.4pp | -137.37%+145.6pp | 28.97%-20.8pp |
| Employer contribution / active EE | $616 | $2,624-76.5% | $4,322-85.7% | $2,590-76.2% |
| Participant deferral / active EE | $996 | $4,436-77.6% | $5,821-82.9% | $4,291-76.8% |
| Admin fee / account holder | $257 | $1,727-85.1% | $10,601-97.6% | $1,588-83.8% |