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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,851 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $21,800 |
CALDWELL TRUST COMPANY3+ years Filed as: CALDWELL INTERNATIONAL SECURITIES Service code 99 7635 FM 32 · FISCHER, TX 78623 | Other Fees | $18,840 |
FGMK, LLC2 years Service code 10 2801 LAKESIDE DRIVE · BANNOCKBURN, IL 60015 | Accounting | $15,489 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $4,109,383 | $71,666+5634.1% | $117,861+3386.6% | $69,631+5801.6% |
| Participation rate | 0.0% | 77.5%-77.5pp | 79.7%-79.7pp | 70.7%-70.7pp |
| Annual return | 16.26% | 18.86%-2.6pp | 335.11%-318.8pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $2,208 | $1,889+16.9% | $3,786-41.7% | $2,032+8.7% |
| Participant deferral / active EE | $3,852 | $3,340+15.3% | $4,482-14.1% | $3,224+19.5% |
| Admin fee / account holder | $17,127 | $120+14134.5% | $8,021+113.5% | $110+15408.7% |