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| Provider | Service type | Compensation |
|---|---|---|
WAYNE M. MANNING CPA, INC.2+ years Service code 10 · EIN 45-2067234 | Accounting | $9,000 |
Filed as: RAYMOND JAMES FINANCIAL Service code 55 | Other Commissions | $4,825 |
Filed as: PENTEC PENSION MGMT GROUP Service code 13 · EIN 75-2776689 | Contract Administrator | $4,020 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,750 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,312 |
Filed as: RAYMOND JAMES FINANCIAL SVCS Service code 55 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,956 | $73,981-70.3% | $105,722-79.2% | $62,891-65.1% |
| Participation rate | 64.6% | 71.7%-7.1pp | 78.9%-14.3pp | 69.3%-4.7pp |
| Annual return | 4.72% | 17.60%-12.9pp | 12.25%-7.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $195 | $2,856-93.2% | $4,079-95.2% | $2,281-91.5% |
| Participant deferral / active EE | $1,594 | $4,038-60.5% | $5,326-70.1% | $3,203-50.2% |
| Admin fee / account holder | $282 | $5,976-95.3% | $8,308-96.6% | $4,296-93.4% |