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| Provider | Service type | Compensation |
|---|---|---|
MAULDIN & JENKINS1 year Filed as: MAULDIN & JENKINS, LLC Service code 10 200 GALLERIA PARKWAY SE STE 1700 · ATLANTA, GA 35209 | Accounting | $14,750 |
MAULDIN & JENKINS1 year Service code 10 · EIN 58-0692043 | Accounting | $14,000 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,443 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES Service code 13 | Contract Administrator | $8,333 |
Filed as: LINCOLN INVESTMENT PLANNING Service code 55 601 OFFICE CENTER DR SUITE 300 · FORT WASHINGTON, PA 19034 | Other Commissions | $2,285 |
Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 55 | Other Commissions | $1,617 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES, INCNAL Service code 13 P O BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $1,350 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $946 |
Filed as: FIDELITY INVESTMENTS INST Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $50 |
Service code 60 | Sub-TA Fees | $0 |
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 | $12,867 | $89,123-85.6% | $102,460-87.4% | $77,762-83.5% |
| Participation rate | 60.9% | 80.9%-20.0pp | 76.5%-15.6pp | 70.6%-9.7pp |
| Annual return | 9.48% | 25.05%-15.6pp | 29.47%-20.0pp | 31.27%-21.8pp |
| Employer contribution / active EE | $637 | $2,700-76.4% | $3,025-78.9% | $2,728-76.7% |
| Participant deferral / active EE | $1,042 | $5,148-79.8% | $5,056-79.4% | $4,651-77.6% |
| Admin fee / account holder | $185 | $236-21.5% | $9,460-98.0% | $433-57.2% |