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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL BENEFIT SERVICES INC Service code 13 1193 ROYVONNE AVE SE STE 22 · SALEM, OR 97302 | Contract Administrator | $7,071 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,869 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,136 |
ECHELON GROUP1 year Service code 27 2600 ROSE HILL STREET · BOISE, ID 83705 | Advisory (Plan) | $4,084 |
ARBOR POINT ADVISORS LLC3 years Filed as: ARBOR POINT ADVISORS Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Plan) | $3,347 |
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.
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 | $12,299 | $46,688-73.7% | $189,758-93.5% | $69,733-82.4% |
| Participation rate | 46.3% | 61.7%-15.4pp | 79.8%-33.5pp | 62.5%-16.2pp |
| Annual return | 10.13% | 14.35%-4.2pp | 52.62%-42.5pp | 15.22%-5.1pp |
| Employer contribution / active EE | $226 | $1,695-86.7% | $4,767-95.3% | $2,250-90.0% |
| Participant deferral / active EE | $207 | $2,143-90.3% | $5,856-96.5% | $3,054-93.2% |
| Admin fee / account holder | $178 | $1,700-89.6% | $20,388-99.1% | $3,102-94.3% |