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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 51 · EIN 59-2937883 | Investment Mgmt Fees | $67,662 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $58,767 |
PENSION ASSURANCE LLP3 years Filed as: PENSION INNOVATIONS & CONSULTING Service code 15 · EIN 34-1944384 | Recordkeeping | $7,371 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS INC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 49 · EIN 36-3429599 | Other Services | $0 |
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 | $87,048 | $86,225+1.0% | $146,643-40.6% | $86,821+0.3% |
| Participation rate | 88.8% | 78.0%+10.8pp | 80.1%+8.7pp | 72.3%+16.5pp |
| Annual return | 14.27% | 31.23%-17.0pp | 22.75%-8.5pp | 97.94%-83.7pp |
| Employer contribution / active EE | $2,799 | $2,392+17.0% | $4,137-32.3% | $2,406+16.3% |
| Participant deferral / active EE | $3,682 | $4,245-13.3% | $5,506-33.1% | $4,132-10.9% |
| Admin fee / account holder | $394 | $195+101.7% | $10,280-96.2% | $170+132.4% |