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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 | $46,688+6.6% | $189,758-73.8% | $69,733-28.6% |
| Participation rate | 98.7% | 61.7%+37.0pp | 79.8%+18.9pp | 62.5%+36.2pp |
| Annual return | 15.73% | 14.35%+1.4pp | 52.62%-36.9pp | 15.22%+0.5pp |
| Employer contribution / active EE | $2,800 | $1,695+65.2% | $4,767-41.3% | $2,250+24.4% |
| Participant deferral / active EE | $5,394 | $2,143+151.7% | $5,856-7.9% | $3,054+76.6% |
| Admin fee / account holder | $305 | $1,700-82.1% | $20,388-98.5% | $3,102-90.2% |