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| Provider | Service type | Compensation |
|---|---|---|
ORIENTAL PENSION CONSULTANTS6 years Service code 13 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Contract Administrator | $17,802 |
Filed as: EDWARD D. JONES & CO LP Service code 27 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Plan) | $16,922 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,120 |
Filed as: EMPOWER ADVISORY GROUP,LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $65 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,812 | $49,693-96.4% | $70,544-97.4% | $74,460-97.6% |
| Participation rate | 13.7% | 64.7%-51.0pp | 68.4%-54.7pp | 70.7%-57.1pp |
| Annual return | 15.15% | 21.22%-6.1pp | 32.79%-17.6pp | 34.38%-19.2pp |
| Employer contribution / active EE | $305 | $1,773-82.8% | $2,976-89.7% | $2,638-88.4% |
| Participant deferral / active EE | $1,712 | $3,376-49.3% | $4,568-62.5% | $4,530-62.2% |
| Admin fee / account holder | $14 | $316-95.6% | $6,427-99.8% | $348-96.0% |