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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Float revenue; Recordkeeping fees | $20,380 |
CORRIGAN KRAUSE8+ years Service code 50 · EIN 37-1574855 | Direct Payment | $9,950 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 27 · EIN 59-1531281 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,768 | $63,442+5.2% | $68,790-2.9% | $66,923-0.2% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.0%+31.0pp | 69.8%+30.2pp |
| Annual return | -13.06% | -8.29%-4.8pp | -6.38%-6.7pp | 1.58%-14.6pp |
| Employer contribution / active EE | $3,949 | $1,775+122.5% | $2,655+48.7% | $2,545+55.2% |
| Participant deferral / active EE | $3,613 | $2,945+22.7% | $3,941-8.3% | $4,237-14.7% |
| Admin fee / account holder | $113 | $577-80.4% | $4,934-97.7% | $593-81.0% |