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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST.PETERSBURG, FL 33716 | Advisory (Plan) | $73,688 |
PENSION ASSURANCE LLP6 years Filed as: PENSION INNOVATIONS & CONSULTING Service code 13 7558 KING'S POINTE ROAD · TOLEDO, OH 43617 | Contract Administrator | $20,833 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,413 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,963 | $89,465-2.8% | $165,100-47.3% | $77,762+11.8% |
| Participation rate | 99.5% | 78.6%+20.8pp | 78.6%+20.9pp | 70.6%+28.9pp |
| Annual return | 15.65% | 28.86%-13.2pp | 70.21%-54.6pp | 31.27%-15.6pp |
| Employer contribution / active EE | $4,485 | $2,565+74.9% | $4,348+3.2% | $2,728+64.4% |
| Participant deferral / active EE | $6,080 | $4,904+24.0% | $6,035+0.7% | $4,651+30.7% |
| Admin fee / account holder | $345 | $340+1.4% | $12,696-97.3% | $433-20.4% |