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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,342 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $46,172 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,543 | $80,781+147.0% | $102,437+94.8% | $74,478+167.9% |
| Participation rate | 88.6% | 65.7%+23.0pp | 74.5%+14.1pp | 67.2%+21.4pp |
| Annual return | 12.42% | 27.58%-15.2pp | 24.95%-12.5pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $5,402 | $3,160+71.0% | $3,871+39.6% | $2,626+105.7% |
| Participant deferral / active EE | $8,722 | $3,862+125.8% | $5,060+72.4% | $4,350+100.5% |
| Admin fee / account holder | $621 | $2,372-73.8% | $8,388-92.6% | $1,946-68.1% |