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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 14 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Plan Administrator | $144,354 |
Filed as: EDWARDS D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $33,870 |
Filed as: ROBEIN, URANN, SPENCER, PICARD & CA Service code 29 2540 SEVERN AVE, STE 400 · METAIRIE, LA 70002 | Legal | $25,953 |
EDWARDS AND LEATHERS, P.C.2 years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77521 | Accounting | $14,500 |
BENEFIT RESOURCES, INC.2 years Filed as: BENEFIT RESOURCES INC Service code 14 8441 GULF FREEWAY · HOUSTON, TX 77017 | Plan Administrator | $8,400 |
Participant 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 | $18,004 | $82,972-78.3% | $103,374-82.6% | $77,671-76.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 12.85% | 19.14%-6.3pp | 24.89%-12.0pp | 31.21%-18.4pp |
| Employer contribution / active EE | $1,484 | $3,554-58.2% | $3,869-61.6% | $2,726-45.6% |
| Participant deferral / active EE | $335 | $4,108-91.8% | $5,058-93.4% | $4,648-92.8% |
| Admin fee / account holder | $291 | $639-54.4% | $8,394-96.5% | $430-32.3% |