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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROBEIN URANN SPENCER PICARD Service code 29 · EIN 72-0999672 2540 SEVERN AVE · METAIRE, LA 70002 | Legal | $24,781 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,809 |
Filed as: DENNIS G JENKINS CPA LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN · KENNESAW, GA 30152 | Accounting | $14,616 |
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 | $14,070 | $106,236-86.8% | $112,263-87.5% | $64,824-78.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -13.44% | -6.02%-7.4pp | 27.49%-40.9pp | 32.84%-46.3pp |
| Employer contribution / active EE | $1,437 | $3,167-54.6% | $3,636-60.5% | $2,507-42.7% |
| Participant deferral / active EE | $325 | $3,786-91.4% | $4,729-93.1% | $4,311-92.5% |
| Admin fee / account holder | $208 | $452-54.0% | $6,410-96.8% | $188+10.6% |