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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Service code 55 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Other Commissions | $10,181 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: QUALIFIED RETIREMENT PLAN SERVICES, Service code 13 2724 DISCOVERY DRIVE SUITE 100 · RALEIGH, NC 27616 | Contract Administrator | $4,521 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $225 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,552 | $64,909-17.5% | $82,313-34.9% | $62,293-14.0% |
| Participation rate | 46.8% | 74.9%-28.1pp | 76.9%-30.1pp | 69.5%-22.7pp |
| Annual return | 19.48% | 21.18%-1.7pp | 25.88%-6.4pp | 28.90%-9.4pp |
| Employer contribution / active EE | $385 | $1,676-77.0% | $2,428-84.2% | $2,042-81.2% |
| Participant deferral / active EE | $2,308 | $3,103-25.6% | $3,706-37.7% | $3,169-27.2% |
| Admin fee / account holder | $8 | $440-98.1% | $5,608-99.9% | $479-98.3% |