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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $11,326 |
TRINITY PENSION CONSULTANTS3 years Filed as: TRINITY PENSION CONSULTANTS INC Service code 13 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Contract Administrator | $6,087 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,616 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,511 | $45,000-65.5% | $143,757-89.2% | $77,904-80.1% |
| Participation rate | 10.6% | 66.8%-56.3pp | 80.3%-69.7pp | 73.7%-63.1pp |
| Annual return | -16.03% | 29.03%-45.1pp | -0.04%-16.0pp | 12.21%-28.2pp |
| Employer contribution / active EE | $44 | $1,870-97.6% | $4,951-99.1% | $2,848-98.4% |
| Participant deferral / active EE | $319 | $3,157-89.9% | $5,637-94.3% | $4,806-93.4% |
| Admin fee / account holder | $37 | $98-62.9% | $14,673-99.8% | $133-72.4% |