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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,908 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 99 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Fees | $11,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,081 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,412 | $40,278-39.4% | $80,648-69.7% | $80,169-69.5% |
| Participation rate | 100.0% | 47.5%+52.5pp | 67.0%+33.0pp | 72.9%+27.1pp |
| Annual return | 0.00% | 50.86%-50.9pp | 937.21%-937.2pp | 40.39%-40.4pp |
| Employer contribution / active EE | $82 | $1,332-93.8% | $2,724-97.0% | $2,978-97.2% |
| Participant deferral / active EE | $1,108 | $2,696-58.9% | $4,443-75.1% | $5,016-77.9% |
| Admin fee / account holder | $15 | $210-92.7% | $5,382-99.7% | $145-89.4% |