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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $17,046 |
ASCENSUS LLC2+ years Filed as: ASCENSUS HOLDINS INC DBA Service code 13 101 W BRAODWAY · SAN DIEGO, CA 92101 | Contract Administrator | $2,850 |
ASCENSUS LLC2+ years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 | Contract Administrator | $1,817 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,685 |
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,315 | $88,137-77.0% | $164,975-87.7% | $74,429-72.7% |
| Participation rate | 80.1% | 73.1%+7.0pp | 78.6%+1.5pp | 67.2%+12.9pp |
| Annual return | 13.19% | 17.13%-3.9pp | 70.12%-56.9pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $819 | $2,597-68.5% | $4,343-81.1% | $2,625-68.8% |
| Participant deferral / active EE | $1,613 | $4,501-64.2% | $6,033-73.3% | $4,348-62.9% |
| Admin fee / account holder | $117 | $2,231-94.8% | $12,688-99.1% | $1,944-94.0% |