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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $6,066 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $2,652 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $25,388 | $48,235-47.4% | $68,803-63.1% | $68,490-62.9% |
| Participation rate | 45.3% | 60.7%-15.4pp | 69.0%-23.8pp | 67.9%-22.6pp |
| Annual return | -19.48% | -12.70%-6.8pp | -6.37%-13.1pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,098 | $1,829-40.0% | $2,656-58.7% | $2,597-57.7% |
| Participant deferral / active EE | $1,843 | $2,867-35.7% | $3,942-53.2% | $4,028-54.2% |
| Admin fee / account holder | $186 | $4,361-95.7% | $4,936-96.2% | $5,403-96.5% |