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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER ROAD · ST. LOUIS, MO 80111 | Advisory (Plan) | $12,632 |
PBMARES, LLP1 year Service code 13 701 TOWN CENTER DRIVE, SUITE 900 · NEWPORT NEWS, VA 23606 | Contract Administrator | $595 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $90 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $11,303 | $65,125-82.6% | $143,797-92.1% | $66,949-83.1% |
| Participation rate | 85.6% | 65.2%+20.4pp | 80.3%+5.3pp | 69.8%+15.8pp |
| Annual return | -17.41% | -11.13%-6.3pp | -0.04%-17.4pp | 1.57%-19.0pp |
| Employer contribution / active EE | $2,963 | $2,362+25.4% | $4,952-40.2% | $2,545+16.4% |
| Participant deferral / active EE | $2,302 | $2,920-21.2% | $5,638-59.2% | $4,239-45.7% |
| Admin fee / account holder | $42 | $503-91.6% | $14,679-99.7% | $594-92.9% |