Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $32,888 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $20,911 |
Service code 13 · EIN 13-3180178 | Contract Administrator | $5,580 |
MALCOLM THOMPSON & ASSOCIATES8+ years Service code 13 · EIN 26-4203770 | Contract Administrator | $500 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,947 | $71,142-24.2% | $119,622-54.9% | $64,819-16.8% |
| Participation rate | 44.4% | 78.6%-34.2pp | 79.3%-34.8pp | 71.5%-27.0pp |
| Annual return | -14.03% | -10.01%-4.0pp | -14.98%+1.0pp | 32.84%-46.9pp |
| Employer contribution / active EE | $1,041 | $2,497-58.3% | $4,232-75.4% | $2,507-58.5% |
| Participant deferral / active EE | $2,243 | $4,490-50.0% | $5,601-59.9% | $4,311-48.0% |
| Admin fee / account holder | $264 | $162+62.6% | $10,328-97.4% | $188+40.4% |