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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 27 · EIN 43-0345811 | Advisory (Plan) | $4,881 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $1,328 |
LOREN D. STARK COMPANY1 year Filed as: LOREN D STARK COMPANY Service code 13 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $1,265 |
Filed as: EMPOWER ANNUITY INSURANCE CO.OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $632 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $259 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,207 | $71,878-73.3% | $86,698-77.8% | $68,486-72.0% |
| Participation rate | 22.0% | 72.2%-50.3pp | 76.6%-54.6pp | 67.9%-45.9pp |
| Annual return | -15.07% | 3.53%-18.6pp | 35.95%-51.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $842 | $3,779-77.7% | $4,656-81.9% | $4,028-79.1% |
| Admin fee / account holder | $50 | $6,113-99.2% | $7,493-99.3% | $5,404-99.1% |