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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $16,806 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,286 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,138 | $73,102-39.6% | $123,552-64.3% | $56,287-21.6% |
| Participation rate | 63.9% | 74.3%-10.4pp | 82.3%-18.4pp | 69.9%-5.9pp |
| Annual return | -5.72% | 3.01%-8.7pp | 119.20%-124.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $5,162 | $2,977+73.4% | $4,628+11.5% | $2,111+144.5% |
| Participant deferral / active EE | $6,205 | $5,423+14.4% | $6,426-3.4% | $3,350+85.2% |
| Admin fee / account holder | $175 | $554-68.3% | $9,285-98.1% | $521-66.4% |