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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 6 CITY PLACE DR STE 700 · ST. LOUIS, MO 63141 | Contract Administrator | $5,104 |
Service code 55 | Other Commissions | $4,137 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,923 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39 |
LINCO/PRIVATE LEDGER1 year Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $0 |
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.
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 | $45,259 | $63,314-28.5% | $91,004-50.3% | $62,293-27.3% |
| Participation rate | 38.9% | 73.3%-34.4pp | 75.6%-36.7pp | 69.5%-30.6pp |
| Annual return | 30.28% | 21.00%+9.3pp | 4.60%+25.7pp | 28.90%+1.4pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,046 | $2,944-64.5% | $3,548-70.5% | $3,169-67.0% |
| Admin fee / account holder | $38 | $468-91.9% | $5,417-99.3% | $479-92.1% |