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| Provider | Service type | Compensation |
|---|---|---|
STONES RIVER CONSULTING1 year Filed as: STONES RIVER CONSULTING, INC. Service code 13 | Contract Administrator | $3,938 |
STONES RIVER CONSULTING3 years Filed as: STONES RIVER CONSULTING INC Service code 13 · EIN 45-3783933 2441Q OLD FORT PARKWAY · MURFREESBORO, TN 37128 | Contract Administrator | $3,450 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,160 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,629 | $49,451+40.8% | $79,580-12.5% | $66,938+4.0% |
| Participation rate | 58.1% | 61.3%-3.2pp | 69.5%-11.4pp | 69.8%-11.7pp |
| Annual return | -15.10% | 84.25%-99.3pp | 0.15%-15.3pp | 1.58%-16.7pp |
| Employer contribution / active EE | $719 | $1,266-43.2% | $2,413-70.2% | $2,545-71.7% |
| Participant deferral / active EE | $3,941 | $3,159+24.8% | $3,985-1.1% | $4,238-7.0% |
| Admin fee / account holder | $247 | $595-58.5% | $6,835-96.4% | $594-58.4% |