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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 | $58,027 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $19,093 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,964 | $84,493-58.6% | $125,381-72.1% | $66,938-47.8% |
| Participation rate | 83.8% | 76.4%+7.4pp | 82.4%+1.5pp | 69.8%+14.0pp |
| Annual return | -16.61% | -8.49%-8.1pp | 572.31%-588.9pp | 1.58%-18.2pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,338 | $6,783-65.5% | $7,448-68.6% | $4,238-44.8% |
| Admin fee / account holder | $320 | $685-53.3% | $10,007-96.8% | $594-46.1% |