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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,932 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 55 | Other Commissions | $8,793 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMONDA JAMES & ASSOCIATES Service code 55 880 CARILLION PKWY · ST. PETERSBURG, FL 33716 | Other Commissions | $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).
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 | $28,849 | $42,383-31.9% | $76,518-62.3% | $64,173-55.0% |
| Participation rate | 40.3% | 58.1%-17.9pp | 68.0%-27.7pp | 69.6%-29.3pp |
| Annual return | 1.28% | -16.54%+17.8pp | -0.27%+1.5pp | 7.63%-6.4pp |
| Employer contribution / active EE | $55 | $1,563-96.5% | $2,647-97.9% | $2,381-97.7% |
| Participant deferral / active EE | $4,172 | $2,566+62.6% | $3,836+8.8% | $3,470+20.2% |
| Admin fee / account holder | $295 | $3,198-90.8% | $4,849-93.9% | $4,887-94.0% |