| Provider | Service type | Compensation |
|---|---|---|
QBOX FIDUCIARY SOLUTIONS, LLC1+ years Service code 27 1020 E DUPONT RD · FORT WAYNE, IN 46825 | Advisory (Plan) | $21,131 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSION SERVICES, LLC. Service code 13 2454 N. MCMULLEN BOOTH ROAD · CLEARWATER, FL 33759 | Contract Administrator | $13,255 |
PLAN DESIGN CONSULTANTS, INC.1+ years Filed as: PLAN COMPLIANCE SERVICES, INC. Service code 99 2454 N. MCMULLEN BOOTH ROAD · CLEARWATER, FL 33759 | Other Fees | $4,866 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,598 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $192 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,681 | $102,661-67.2% | $151,634-77.8% | $66,954-49.7% |
| Participation rate | 73.8% | 85.5%-11.7pp | 87.5%-13.7pp | 69.8%+4.0pp |
| Annual return | 0.00% | -10.81%+10.8pp | 3.32%-3.3pp | 1.57%-1.6pp |
| Employer contribution / active EE | $968 | $4,184-76.9% | $6,165-84.3% | $2,545-62.0% |
| Participant deferral / active EE | $3,500 | $6,645-47.3% | $8,363-58.1% | $4,239-17.4% |
| Admin fee / account holder | $1,108 | $630+75.8% | $11,614-90.5% | $594+86.7% |