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| Provider | Service type | Compensation |
|---|---|---|
PBMARES, LLP2 years Service code 13 701 TOWN CENTER DRIVE, SUITE 900 · NEWPORT NEWS, VA 23606 | Contract Administrator | $25,932 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER ROAD · ST. LOUIS, MO 80111 | Advisory (Plan) | $19,482 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $505 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,021 | $61,356-75.5% | $149,696-90.0% | $71,511-79.0% |
| Participation rate | 85.4% | 62.5%+22.9pp | 78.8%+6.6pp | 67.9%+17.5pp |
| Annual return | 18.53% | 35.86%-17.3pp | 134.46%-115.9pp | 28.86%-10.3pp |
| Employer contribution / active EE | $3,404 | $2,382+42.9% | $4,821-29.4% | $2,589+31.5% |
| Participant deferral / active EE | $3,172 | $2,920+8.7% | $5,682-44.2% | $4,291-26.1% |
| Admin fee / account holder | $147 | $1,263-88.3% | $13,212-98.9% | $1,588-90.7% |