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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE ADV Service code 27 · EIN 59-2937883 | Advisory (Plan) | $66,719 |
PENSION ASSURANCE LLP4 years Filed as: PENSION INNOVATIONS & CONSULTING Service code 13 · EIN 34-1944384 | Contract Administrator | $16,619 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $2,212 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $460 |
DEFINITI LLC1 year Service code 99 | Other Fees | $205 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,718 | $71,142+3.6% | $119,634-38.4% | $64,824+13.7% |
| Participation rate | 92.1% | 78.6%+13.5pp | 79.3%+12.8pp | 71.5%+20.6pp |
| Annual return | -15.61% | -10.01%-5.6pp | -14.98%-0.6pp | 32.84%-48.5pp |
| Employer contribution / active EE | $3,195 | $2,497+27.9% | $4,232-24.5% | $2,507+27.4% |
| Participant deferral / active EE | $4,267 | $4,490-5.0% | $5,601-23.8% | $4,311-1.0% |
| Admin fee / account holder | $252 | $162+55.3% | $10,329-97.6% | $188+34.0% |