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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $37,489 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $23,788 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 13 1 LIBRARY LANE · KINGSTON, NH 03848 | Contract Administrator | $14,400 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,645 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,346 | $51,092+18.1% | $76,735-21.4% | $79,634-24.2% |
| Participation rate | 45.9% | 50.2%-4.3pp | 69.5%-23.6pp | 62.5%-16.6pp |
| Annual return | 16.33% | 18.04%-1.7pp | 29.77%-13.4pp | 36.46%-20.1pp |
| Employer contribution / active EE | $49 | $1,519-96.8% | $2,454-98.0% | $2,529-98.1% |
| Participant deferral / active EE | $3,166 | $2,529+25.2% | $4,088-22.5% | $3,835-17.4% |
| Admin fee / account holder | $272 | $1,865-85.4% | $7,189-96.2% | $1,002-72.9% |