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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 | $54,880 |
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 55 | Other Commissions | $26,938 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC. Service code 13 535 KEISELER DRIVE, STE 102 · CARY, NC 27518 | Contract Administrator | $9,794 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 535 KEISLER DRIVE · CARY, NC 27518 | Contract Administrator | $5,481 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 55 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Other Commissions | $0 |
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 | $49,774 | $45,343+9.8% | $150,298-66.9% | $67,986-26.8% |
| Participation rate | 98.7% | 51.9%+46.8pp | 77.8%+20.9pp | 57.2%+41.5pp |
| Annual return | 15.73% | 33.28%-17.5pp | 62.79%-47.1pp | 31.67%-15.9pp |
| Employer contribution / active EE | $2,800 | $1,462+91.6% | $4,154-32.6% | $2,019+38.7% |
| Participant deferral / active EE | $5,394 | $2,055+162.5% | $5,453-1.1% | $3,358+60.6% |
| Admin fee / account holder | $305 | $2,250-86.4% | $14,116-97.8% | $3,203-90.5% |