| Provider | Service type | Compensation |
|---|---|---|
PRAGER METIS CPAS, LLC1+ years Filed as: PRAGER METIS CPA'S, LLC. Service code 99 14 PENN PLAZA, SUITE 1800 · NEW YORK, NY 10122 | Other Fees | $9,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,019 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSION SERVICES,LLC. Service code 13 2454 N. MCMULLEN BOOTH ROAD STE 431 · CLEARWATER, FL 33759 | Contract Administrator | $7,102 |
Filed as: ONEDIGITAL TOPCO, LLC DBA RESOURCES Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $2,850 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD, STE 100 · OVERLAND PARK, KS 66211 | Investment Management | $683 |
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 | $6,599 | $86,897-92.4% | $151,634-95.6% | $64,829-89.8% |
| Participation rate | 73.0% | 87.3%-14.3pp | 87.5%-14.5pp | 71.5%+1.5pp |
| Annual return | 0.00% | -3.57%+3.6pp | 3.32%-3.3pp | 32.85%-32.8pp |
| Employer contribution / active EE | $732 | $4,010-81.7% | $6,165-88.1% | $2,507-70.8% |
| Participant deferral / active EE | $1,941 | $6,690-71.0% | $8,363-76.8% | $4,312-55.0% |
| Admin fee / account holder | $346 | $153+126.1% | $11,614-97.0% | $188+84.1% |