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| Provider | Service type | Compensation |
|---|---|---|
CARR, RIGGS & INGRAM, LLC8 years Service code 99 7506 LYNX WAY, STE 201 · MELBOURNE, FL 32940 | Other Fees | $12,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,838 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,650 | $30,421-32.1% | $56,077-63.2% | $74,429-72.3% |
| Participation rate | 32.4% | 32.9%-0.5pp | 52.5%-20.1pp | 67.2%-34.8pp |
| Annual return | 8.76% | 24.94%-16.2pp | 1709.28%-1700.5pp | 1368.38%-1359.6pp |
| Employer contribution / active EE | $715 | $610+17.3% | $1,040-31.2% | $2,625-72.7% |
| Participant deferral / active EE | $1,383 | $1,175+17.7% | $1,954-29.2% | $4,348-68.2% |
| Admin fee / account holder | $158 | $2,363-93.3% | $2,825-94.4% | $1,944-91.9% |