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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,879 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 55 | Other Commissions | $4,764 |
RAYMOND JAMES FINANCIAL SERVICES5+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,384 | $62,132-67.2% | $185,835-89.0% | $73,493-72.3% |
| Participation rate | 18.5% | 67.8%-49.3pp | 78.0%-59.5pp | 70.7%-52.2pp |
| Annual return | 14.11% | 20.44%-6.3pp | 35.96%-21.8pp | 28.51%-14.4pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $423 | $3,711-88.6% | $5,633-92.5% | $3,740-88.7% |
| Admin fee / account holder | $88 | $419-79.0% | $9,502-99.1% | $513-82.9% |