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| Provider | Service type | Compensation |
|---|---|---|
RJA 338 FEE2 years Filed as: RJA 338 Service code 26 · EIN 59-1237041 | Advisory (Participants) | $4,749 |
MY BENEFITS, LLC1 year Service code 13 PO BOX 745680 · ATLANTA, GA 303745680 | Contract Administrator | $4,715 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 880 CARILLON PKWY · ST. PETERSBERG, FL 33716 | Advisory (Plan) | $1,850 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,216 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,962 | $55,470-74.8% | $155,556-91.0% | $74,478-81.3% |
| Participation rate | 52.0% | 61.9%-9.9pp | 78.2%-26.3pp | 67.2%-15.3pp |
| Annual return | 8.21% | 269.80%-261.6pp | 64.84%-56.6pp | 1370.56%-1362.4pp |
| Employer contribution / active EE | $217 | $2,267-90.4% | $4,675-95.4% | $2,626-91.7% |
| Participant deferral / active EE | $1,045 | $2,838-63.2% | $5,631-81.4% | $4,350-76.0% |
| Admin fee / account holder | $173 | $1,744-90.1% | $15,885-98.9% | $1,946-91.1% |