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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $5,738 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $4,434 |
Filed as: MARTIN MARTIN RANDALL & ASSOC Service code 13 · EIN 64-0765749 | Contract Administrator | $3,122 |
Filed as: MARTIN MARTIN RANDALL & ASSOCIATES Service code 13 | Contract Administrator | $554 |
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.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,017 | $76,696-86.9% | $96,515-89.6% | $71,511-86.0% |
| Participation rate | 46.2% | 66.6%-20.3pp | 74.3%-28.1pp | 67.9%-21.7pp |
| Annual return | 13.49% | 48.32%-34.8pp | 35.73%-22.2pp | 28.86%-15.4pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $545 | $3,770-85.5% | $4,880-88.8% | $4,291-87.3% |
| Admin fee / account holder | $92 | $2,030-95.5% | $6,735-98.6% | $1,588-94.2% |