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| Provider | Service type | Compensation |
|---|---|---|
Filed as: QUALIFIED RETIREMENT PLAN SERVICES, Service code 13 2724 DISCOVERY DRIVE · RALEIGH, NC 27616 | Contract Administrator | $2,259 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $2,192 |
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $697 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $575 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,696 | $67,602-85.7% | $82,312-88.2% | $70,126-86.2% |
| Participation rate | 89.8% | 72.8%+17.0pp | 76.9%+12.9pp | 69.5%+20.2pp |
| Annual return | 5.19% | 21.57%-16.4pp | 25.88%-20.7pp | 73.15%-68.0pp |
| Employer contribution / active EE | $1,522 | $1,755-13.3% | $2,428-37.3% | $2,343-35.0% |
| Participant deferral / active EE | $1,839 | $2,987-38.4% | $3,706-50.4% | $3,332-44.8% |
| Admin fee / account holder | $34 | $4,512-99.2% | $5,608-99.4% | $4,645-99.3% |