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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL BENEFIT SERVICES, LLC1+ years Filed as: NATIONAL BENEFIT SERVICES Service code 13 | Contract Administrator | $653 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INC. MORNINGSTAR ASSOCI Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $125 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
NATIONAL BENEFIT SERVICES, LLC1+ years Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,377 | $42,546-21.6% | $71,796-53.5% | $55,167-39.5% |
| Participation rate | 16.1% | 59.1%-43.0pp | 69.1%-53.0pp | 69.0%-52.9pp |
| Annual return | 8.93% | 12.36%-3.4pp | 78.04%-69.1pp | 169.23%-160.3pp |
| Employer contribution / active EE | $180 | $803-77.6% | $1,924-90.6% | $1,963-90.8% |
| Participant deferral / active EE | $673 | $2,064-67.4% | $2,794-75.9% | $3,054-78.0% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |