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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $4,130 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,940 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $816 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,018 | $54,245-88.9% | $93,727-93.6% | $77,762-92.3% |
| Participation rate | 74.4% | 63.9%+10.5pp | 68.7%+5.7pp | 70.6%+3.8pp |
| Annual return | 14.53% | 30.58%-16.0pp | 133.83%-119.3pp | 31.27%-16.7pp |
| Employer contribution / active EE | $195 | $1,168-83.3% | $2,421-91.9% | $2,728-92.9% |
| Participant deferral / active EE | $1,453 | $3,144-53.8% | $4,417-67.1% | $4,651-68.8% |
| Admin fee / account holder | $4 | $575-99.3% | $8,292-99.9% | $433-99.0% |