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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $32,073 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $11,446 |
Filed as: ECONOMIC GROUP PENSION SERVICES,INC Service code 13 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $11,239 |
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 | $68,328 | $91,394-25.2% | $130,026-47.5% | $74,440-8.2% |
| Participation rate | 43.9% | 77.8%-33.9pp | 78.5%-34.6pp | 70.7%-26.8pp |
| Annual return | 15.72% | 23.20%-7.5pp | -137.26%+153.0pp | 34.37%-18.6pp |
| Employer contribution / active EE | $1,208 | $2,565-52.9% | $4,321-72.0% | $2,638-54.2% |
| Participant deferral / active EE | $2,450 | $4,721-48.1% | $5,821-57.9% | $4,529-45.9% |
| Admin fee / account holder | $246 | $284-13.2% | $10,608-97.7% | $348-29.2% |