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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MARTIN MARTIN RANDALL & ASSOC Service code 13 · EIN 64-0765749 | Contract Administrator | $1,875 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $1,531 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $551 |
Filed as: MARTIN MARTIN RANDALL & ASSOCIATES Service code 13 | Contract Administrator | $191 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,535 | $64,176-86.7% | $112,249-92.4% | $66,938-87.3% |
| Participation rate | 98.1% | 68.4%+29.7pp | 75.1%+23.1pp | 69.8%+28.3pp |
| Annual return | -19.71% | -13.80%-5.9pp | 27.48%-47.2pp | 1.58%-21.3pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,351 | $3,694-63.4% | $4,729-71.4% | $4,238-68.1% |
| Admin fee / account holder | $58 | $626-90.7% | $6,412-99.1% | $594-90.2% |