| Provider | Service type | Compensation |
|---|---|---|
Filed as: QBOX FIDUCIARY SOLUTIONS LLC Service code 27 1020 E DUPONT RD · FORT WAYNE, CO 46825 | Advisory (Plan) | $30,228 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION SERVICES, LLC Service code 13 2454 N. MCMULLEN BOOTH ROAD · CLEARWATER, IN 33759 | Contract Administrator | $20,756 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, FL 80111 | Recordkeeping Fees | $11,147 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, FL 80111 | Investment Management | $9,668 |
Filed as: PLAN COMPLIANCE SERVICES INC Service code 99 2454 N. MCMULLEN BOOTH ROAD · CLEARWATER, CO 33759 | Other Fees | $6,644 |
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 | $33,441 | $100,272-66.6% | $170,055-80.3% | $74,478-55.1% |
| Participation rate | 62.8% | 87.4%-24.5pp | 87.0%-24.2pp | 70.7%-7.9pp |
| Annual return | 46.44% | 66.12%-19.7pp | 53.43%-7.0pp | 34.37%+12.1pp |
| Employer contribution / active EE | $889 | $4,266-79.2% | $6,790-86.9% | $2,637-66.3% |
| Participant deferral / active EE | $2,973 | $7,147-58.4% | $10,410-71.4% | $4,530-34.4% |
| Admin fee / account holder | $255 | $235+8.7% | $12,828-98.0% | $347-26.5% |