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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CARY STREET PARTNERS INVESTMENT ADV Service code 27 901 E BYRD ST STE 1001 · RICHMOND, VA 23219 | Advisory (Plan) | $14,880 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,061 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,537 | $89,123-64.6% | $102,460-69.2% | $77,762-59.4% |
| Participation rate | 58.3% | 80.9%-22.6pp | 76.5%-18.2pp | 70.6%-12.3pp |
| Annual return | 10.27% | 25.05%-14.8pp | 29.47%-19.2pp | 31.27%-21.0pp |
| Employer contribution / active EE | $1,838 | $2,700-31.9% | $3,025-39.2% | $2,728-32.6% |
| Participant deferral / active EE | $3,232 | $5,148-37.2% | $5,056-36.1% | $4,651-30.5% |
| Admin fee / account holder | $99 | $236-58.1% | $9,460-99.0% | $433-77.2% |