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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST.PETERSBURG, FL 33716 | Advisory (Plan) | $61,365 |
PENSION ASSURANCE LLP5 years Filed as: PENSION INNOVATIONS & CONSULTING Service code 13 · EIN 34-1944384 | Contract Administrator | $21,930 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWICH, CO 80111 | Recordkeeping Fees | $3,287 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,559 | $91,406-9.7% | $130,062-36.5% | $74,473+10.9% |
| Participation rate | 95.2% | 77.8%+17.4pp | 78.5%+16.7pp | 70.7%+24.5pp |
| Annual return | 18.58% | 23.21%-4.6pp | -137.37%+155.9pp | 34.36%-15.8pp |
| Employer contribution / active EE | $3,924 | $2,565+53.0% | $4,322-9.2% | $2,638+48.7% |
| Participant deferral / active EE | $4,921 | $4,724+4.2% | $5,821-15.5% | $4,530+8.6% |
| Admin fee / account holder | $294 | $283+3.8% | $10,601-97.2% | $347-15.2% |