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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $13,034 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,446 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,209 | $80,753-40.3% | $136,298-64.6% | $62,293-22.6% |
| Participation rate | 54.2% | 73.5%-19.3pp | 81.9%-27.7pp | 69.5%-15.3pp |
| Annual return | 18.39% | 35.83%-17.4pp | 5156.27%-5137.9pp | 28.90%-10.5pp |
| Employer contribution / active EE | $3,727 | $2,884+29.3% | $4,696-20.6% | $2,042+82.5% |
| Participant deferral / active EE | $4,920 | $5,164-4.7% | $6,247-21.2% | $3,169+55.3% |
| Admin fee / account holder | $147 | $525-72.1% | $9,244-98.4% | $479-69.4% |