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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS COMPANY AMERICA Service code 64 · EIN 13-6021421 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,148 |
Filed as: RAYMOND JAMES INSURANCE GROUP Service code 55 | Other Commissions | $10,998 |
AZALEA ADMINISTRATION LLC6 years Filed as: AZALEA ADMINISTRATION, LLC Service code 13 | Contract Administrator | $3,793 |
AZALEA ADMINISTRATION LLC6 years Service code 13 · EIN 59-1199408 P.O. BOX 180293 · MOBILE, AL 36618 | Contract Administrator | $2,947 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 55 · EIN 59-1199408 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Commissions | $0 |
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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,023 | $99,168-50.6% | $96,534-49.2% | $74,460-34.2% |
| Participation rate | 59.6% | 80.7%-21.1pp | 76.0%-16.4pp | 70.7%-11.2pp |
| Annual return | 10.63% | 22.40%-11.8pp | 25.88%-15.3pp | 34.38%-23.7pp |
| Employer contribution / active EE | $739 | $2,570-71.2% | $2,965-75.1% | $2,638-72.0% |
| Participant deferral / active EE | $1,162 | $4,936-76.5% | $4,851-76.0% | $4,530-74.3% |
| Admin fee / account holder | $255 | $225+13.6% | $8,253-96.9% | $348-26.6% |