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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $33,062 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,796 |
Service code 99 9720 CYPRESSWOOD DR STE 241 · HOUSTON, TX 77070 | Other Fees | $3,317 |
Employer contribution per participant 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.
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 | $20,149 | $106,230-81.0% | $147,080-86.3% | $77,736-74.1% |
| Participation rate | 80.0% | 78.4%+1.6pp | 82.2%-2.2pp | 70.6%+9.4pp |
| Annual return | 14.19% | 56.91%-42.7pp | 420.17%-406.0pp | 31.26%-17.1pp |
| Employer contribution / active EE | $0 | $4,072-100.0% | $4,933-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $4,087 | $8,001-48.9% | $8,066-49.3% | $4,651-12.1% |
| Admin fee / account holder | $92 | $338-73.0% | $12,989-99.3% | $433-78.9% |