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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,664 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 55 | Other Commissions | $4,568 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,048 | $282,493-91.5% | $182,531-86.8% | - |
| Participation rate | 14.1% | 61.6%-47.5pp | 78.0%-63.9pp | - |
| Annual return | 17.34% | 11.66%+5.7pp | 148.57%-131.2pp | - |
| Employer contribution / active EE | $0 | $3,086-100.0% | $4,075-100.0% | - |
| Participant deferral / active EE | $341 | $2,811-87.9% | $5,525-93.8% | - |
| Admin fee / account holder | $114 | $13,338-99.1% | $8,593-98.7% | - |