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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 | $46,408 |
RAYMOND JAMES FINANCIAL SERVICES9+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 55 | Other Commissions | $24,144 |
Filed as: RETIREMENT PLAN SOLUTIONS, INC. Service code 13 535 KEISELER DRIVE, STE 102 · CARY, NC 27518 | Contract Administrator | $12,438 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 55 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Other Commissions | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,371 | $55,446-12.8% | $155,574-68.9% | $74,429-35.0% |
| Participation rate | 97.2% | 61.9%+35.3pp | 78.2%+19.0pp | 67.2%+30.0pp |
| Annual return | 13.57% | 269.20%-255.6pp | 64.87%-51.3pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $3,341 | $2,266+47.4% | $4,676-28.5% | $2,625+27.3% |
| Participant deferral / active EE | $4,951 | $2,836+74.6% | $5,629-12.0% | $4,348+13.9% |
| Admin fee / account holder | $248 | $1,743-85.8% | $15,914-98.4% | $1,944-87.3% |