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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 | Other Commissions | $14,100 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,237 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $71 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 55 · EIN 59-1237041 150 4TH AVENUE, SUITE 1500 · NASHVILLE, TN 37219 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,594 | $74,089-29.0% | $133,975-60.7% | $55,167-4.7% |
| Participation rate | 76.9% | 84.3%-7.4pp | 87.1%-10.1pp | 69.0%+7.9pp |
| Annual return | 4.70% | 12.11%-7.4pp | 29.29%-24.6pp | 169.23%-164.5pp |
| Employer contribution / active EE | $791 | $3,064-74.2% | $5,211-84.8% | $1,963-59.7% |
| Participant deferral / active EE | $1,549 | $4,678-66.9% | $6,282-75.3% | $3,054-49.3% |
| Admin fee / account holder | $100 | $458-78.2% | $9,324-98.9% | $504-80.1% |