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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES9+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $61,636 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,865 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,869 | $76,112+41.7% | $96,534+11.7% | $71,511+50.8% |
| Participation rate | 97.4% | 74.4%+23.0pp | 76.0%+21.4pp | 67.9%+29.4pp |
| Annual return | 15.23% | 22.81%-7.6pp | 25.88%-10.7pp | 28.86%-13.6pp |
| Employer contribution / active EE | $2,309 | $2,248+2.7% | $2,965-22.2% | $2,589-10.8% |
| Participant deferral / active EE | $6,197 | $4,217+47.0% | $4,851+27.8% | $4,291+44.4% |
| Admin fee / account holder | $215 | $2,708-92.0% | $8,253-97.4% | $1,588-86.4% |