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| Provider | Service type | Compensation |
|---|---|---|
JONES GREGG FINANCIAL8 years Filed as: JONES GREGG FINANCIAL LLC Service code 27 · EIN 26-0700134 5690 FAIRVIEW RD. SUITE 400 · CHARLOTTE, NC 28210 | Advisory (Plan) | $52,350 |
Filed as: EMPOWER Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,507 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,932 |
PENTEGRA SERVICES, INC.8 years Filed as: PENTEGRA SERVICES, INC. 133745616 Service code 13 6830 COMMERCE COURT DR. · BLACKLICK, OH 43004 | Contract Administrator | $10,004 |
PENTEGRA SERVICES, INC.2 years Service code 13 | Contract Administrator | $10,000 |
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 | $29,164 | $89,123-67.3% | $102,460-71.5% | $77,762-62.5% |
| Participation rate | 97.7% | 80.9%+16.7pp | 76.5%+21.1pp | 70.6%+27.1pp |
| Annual return | 15.49% | 25.05%-9.6pp | 29.47%-14.0pp | 31.27%-15.8pp |
| Employer contribution / active EE | $1,459 | $2,700-45.9% | $3,025-51.8% | $2,728-46.5% |
| Participant deferral / active EE | $3,899 | $5,148-24.2% | $5,056-22.9% | $4,651-16.2% |
| Admin fee / account holder | $246 | $236+4.3% | $9,460-97.4% | $433-43.2% |