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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 | $44,725 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 55 | Other Commissions | $27,509 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC. Service code 13 535 KEISELER DRIVE, STE 102 · CARY, NC 27518 | Contract Administrator | $11,161 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 55 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,714 | $61,356-32.0% | $149,696-72.1% | $71,511-41.7% |
| Participation rate | 98.7% | 62.5%+36.1pp | 78.8%+19.9pp | 67.9%+30.7pp |
| Annual return | 10.64% | 35.86%-25.2pp | 134.46%-123.8pp | 28.86%-18.2pp |
| Employer contribution / active EE | $3,131 | $2,382+31.5% | $4,821-35.1% | $2,589+20.9% |
| Participant deferral / active EE | $4,568 | $2,920+56.5% | $5,682-19.6% | $4,291+6.5% |
| Admin fee / account holder | $237 | $1,263-81.2% | $13,212-98.2% | $1,588-85.1% |