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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SRVC Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $37,433 |
Filed as: SHEAKLEY WORKFORCE MANGEMENT LLC DB Service code 13 SHEAKLEY PEN · CINCINNATI, OH 45246 | Contract Administrator | $4,983 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,550 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,925 | $88,117+3.2% | $164,928-44.9% | $74,400+22.2% |
| Participation rate | 85.6% | 73.1%+12.5pp | 78.6%+7.0pp | 67.2%+18.4pp |
| Annual return | 13.64% | 17.27%-3.6pp | 70.08%-56.4pp | 1367.51%-1353.9pp |
| Employer contribution / active EE | $1,400 | $2,596-46.1% | $4,343-67.8% | $2,624-46.7% |
| Participant deferral / active EE | $4,956 | $4,501+10.1% | $6,034-17.9% | $4,348+14.0% |
| Admin fee / account holder | $431 | $2,230-80.7% | $12,684-96.6% | $1,944-77.8% |