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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL PENSION CONSULTANTS5 years Service code 13 · EIN 59-2356441 | Contract Administrator | $15,688 |
EDWARD JONES5 years Filed as: EDWARD JONES & CO Service code 27 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Plan) | $15,479 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,773 |
DEFINITI LLC1 year Service code 99 2201 TIMBERLOCH PL, STE 150 · THE WOODLANDS, TX 77380 | Other Fees | $50 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,593 | $44,764-96.4% | $68,791-97.7% | $64,808-97.5% |
| Participation rate | 62.0% | 64.8%-2.8pp | 69.0%-7.0pp | 71.5%-9.5pp |
| Annual return | -16.93% | -10.91%-6.0pp | -6.38%-10.6pp | 32.82%-49.7pp |
| Employer contribution / active EE | $285 | $1,775-83.9% | $2,655-89.3% | $2,506-88.6% |
| Participant deferral / active EE | $1,600 | $3,238-50.6% | $3,941-59.4% | $4,310-62.9% |
| Admin fee / account holder | $15 | $151-90.1% | $4,932-99.7% | $188-92.0% |