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| Provider | Service type | Compensation |
|---|---|---|
JONES GREGG FINANCIAL6 years Filed as: JONES GREGG FINANCIAL LLC Service code 27 · EIN 26-0700134 5690 FAIRVIEW RD. SUITE 400 · CHARLOTTE, NC 28210 | Advisory (Plan) | $40,066 |
Filed as: EMPOWER Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,830 |
PENTEGRA SERVICES, INC.6 years Filed as: PENTEGRA SERVICES, INC. 133745616 Service code 13 6830 COMMERCE COURT DR. · BLACKLICK, OH 43004 | Contract Administrator | $8,598 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,455 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,746 | $72,303-72.7% | $86,691-77.2% | $64,814-69.5% |
| Participation rate | 95.8% | 80.4%+15.4pp | 76.6%+19.2pp | 71.5%+24.3pp |
| Annual return | -18.67% | 392.77%-411.4pp | 35.94%-54.6pp | 32.84%-51.5pp |
| Employer contribution / active EE | $1,356 | $2,393-43.3% | $2,837-52.2% | $2,507-45.9% |
| Participant deferral / active EE | $3,696 | $4,660-20.7% | $4,656-20.6% | $4,310-14.3% |
| Admin fee / account holder | $182 | $174+4.5% | $7,492-97.6% | $188-3.2% |