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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $155,117 |
Filed as: RAYMOND JAMES FIN SVCS, INC. Service code 27 · EIN 59-1531281 | Advisory (Plan) | $72,635 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,207 | $102,661+22.0% | $151,645-17.4% | $66,949+87.0% |
| Participation rate | 79.1% | 85.5%-6.4pp | 87.5%-8.4pp | 69.8%+9.3pp |
| Annual return | -17.93% | -10.81%-7.1pp | 3.34%-21.3pp | 1.57%-19.5pp |
| Employer contribution / active EE | $2,459 | $4,184-41.2% | $6,165-60.1% | $2,545-3.4% |
| Participant deferral / active EE | $5,675 | $6,645-14.6% | $8,363-32.1% | $4,239+33.9% |
| Admin fee / account holder | $1,031 | $630+63.6% | $11,614-91.1% | $594+73.7% |