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| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC2 years Service code 27 111 CENTER ST STE 400 · LITTLE ROCK, AR 72201 | Advisory (Plan) | $31,697 |
SOLOMON PAGE GROUP LLC1 year Filed as: SOLOMON AND NISLOW PA Service code 10 821 N CHARLES ST · BALTIMORE, MD 21201 | Accounting | $30,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,630 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,720 | $50,919-33.8% | $155,556-78.3% | $77,762-56.6% |
| Participation rate | 28.7% | 63.1%-34.4pp | 78.2%-49.5pp | 70.6%-41.9pp |
| Annual return | 8.74% | 34.84%-26.1pp | 64.84%-56.1pp | 31.27%-22.5pp |
| Employer contribution / active EE | $336 | $1,991-83.1% | $4,675-92.8% | $2,728-87.7% |
| Participant deferral / active EE | $1,033 | $2,824-63.4% | $5,631-81.7% | $4,651-77.8% |
| Admin fee / account holder | $634 | $437+45.2% | $15,885-96.0% | $433+46.5% |