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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $81,078 |
ORIENTAL PENSION CONSULTANTS7 years Service code 13 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Contract Administrator | $73,678 |
Service code 99 1070 E. INDIANTOWN RD · JUPITER, FL 33477 | Other Fees | $29,250 |
Filed as: EDWARD D. JONES & CO LP Service code 27 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Plan) | $19,571 |
Filed as: EMPOWER ADVISORY GROUP,LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $67 |
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,047 | $54,690-94.4% | $76,030-96.0% | $74,478-95.9% |
| Participation rate | 79.6% | 60.3%+19.3pp | 69.1%+10.5pp | 67.2%+12.4pp |
| Annual return | 6.71% | 31.92%-25.2pp | 361.54%-354.8pp | 1370.56%-1363.9pp |
| Employer contribution / active EE | $396 | $1,781-77.8% | $2,688-85.3% | $2,626-84.9% |
| Participant deferral / active EE | $3,135 | $3,070+2.1% | $4,257-26.4% | $4,350-27.9% |
| Admin fee / account holder | $188 | $2,240-91.6% | $6,421-97.1% | $1,946-90.4% |