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| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC2 years Filed as: STEPHENS GROUP ASSET MANAGEMENT Service code 27 100 RIVER BLUFF DR UNIT 220 · LITTLE ROCK, AR 72202 | Advisory (Plan) | $20,831 |
T. E. LOTT AND COMPANY2 years Filed as: T.E. LOTT & COMPANY, P.A. Service code 13 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Contract Administrator | $17,938 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,503 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Other Fees | $1,704 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,820 | $66,457+24.6% | $81,382+1.8% | $77,643+6.7% |
| Participation rate | 23.3% | 68.7%-45.4pp | 69.5%-46.2pp | 70.6%-47.2pp |
| Annual return | 9.97% | 15.93%-6.0pp | 24.73%-14.8pp | 31.24%-21.3pp |
| Employer contribution / active EE | $529 | $2,159-75.5% | $2,463-78.5% | $2,726-80.6% |
| Participant deferral / active EE | $1,107 | $3,679-69.9% | $3,883-71.5% | $4,647-76.2% |
| Admin fee / account holder | $467 | $583-19.9% | $5,768-91.9% | $430+8.5% |