Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $59,899 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,461 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,676 |
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.
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 | $81,503 | $54,245+50.3% | $93,727-13.0% | $77,762+4.8% |
| Participation rate | 43.8% | 63.9%-20.2pp | 68.7%-24.9pp | 70.6%-26.8pp |
| Annual return | 10.10% | 30.58%-20.5pp | 133.83%-123.7pp | 31.27%-21.2pp |
| Employer contribution / active EE | $215 | $1,168-81.6% | $2,421-91.1% | $2,728-92.1% |
| Participant deferral / active EE | $3,034 | $3,144-3.5% | $4,417-31.3% | $4,651-34.8% |
| Admin fee / account holder | $364 | $575-36.7% | $8,292-95.6% | $433-15.9% |