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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EDWARD D JONES & CO Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $5,666 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD WILLAGE, CO 80111 | Recordkeeping Fees | $3,787 |
TRG ADVISORS, INC.1 year Filed as: TRG ADMINISTRATIVE SERVICES Service code 13 500 CORPORATE PKWY STE 108 · AMHERST, NY 14266 | Contract Administrator | $1,200 |
TRG ADVISORS, INC.1 year Filed as: TRG ADMINISTRATIVE SERVICES LLC Service code 99 | Other Fees | $441 |
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.
Annual investment return 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 | $19,319 | $78,607-75.4% | $105,624-81.7% | $74,478-74.1% |
| Participation rate | 68.8% | 72.8%-4.0pp | 75.3%-6.5pp | 67.2%+1.6pp |
| Annual return | 4.24% | 15.96%-11.7pp | 116.20%-112.0pp | 1370.56%-1366.3pp |
| Employer contribution / active EE | $610 | $2,523-75.8% | $3,168-80.8% | $2,626-76.8% |
| Participant deferral / active EE | $740 | $4,325-82.9% | $5,013-85.2% | $4,350-83.0% |
| Admin fee / account holder | $45 | $2,220-98.0% | $10,961-99.6% | $1,946-97.7% |