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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $5,113 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $4,449 |
Filed as: MARTIN MARTIN RANDALL & ASSOC Service code 13 · EIN 64-0765749 | Contract Administrator | $1,293 |
Filed as: MARTIN MARTIN RANDALL & ASSOCIATES Service code 13 | Contract Administrator | $556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,084 | $80,724-82.6% | $103,333-86.4% | $74,495-81.1% |
| Participation rate | 34.7% | 65.7%-31.0pp | 74.5%-39.8pp | 67.2%-32.5pp |
| Annual return | 12.00% | 27.56%-15.6pp | 24.88%-12.9pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $515 | $3,860-86.7% | $5,057-89.8% | $4,346-88.2% |
| Admin fee / account holder | $104 | $2,368-95.6% | $8,355-98.8% | $1,942-94.6% |