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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,143 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 880 CARILLON PKW · INVESTMENT ADVISOR, FL 33716 | Advisory (Plan) | $17,107 |
Filed as: DYATECH LLC Service code 13 1026 BAPTIST CIRCLE, SUITE 300 · MADISON, MS 39110 | Contract Administrator | $925 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 99 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Fees | -$26,862 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,006 | $45,343-33.8% | $150,298-80.0% | $67,986-55.9% |
| Participation rate | 55.8% | 51.9%+4.0pp | 77.8%-21.9pp | 57.2%-1.4pp |
| Annual return | 11.74% | 33.28%-21.5pp | 62.79%-51.0pp | 31.67%-19.9pp |
| Employer contribution / active EE | $1,335 | $1,462-8.7% | $4,154-67.9% | $2,019-33.9% |
| Participant deferral / active EE | $1,708 | $2,055-16.9% | $5,453-68.7% | $3,358-49.1% |
| Admin fee / account holder | $61 | $2,250-97.3% | $14,116-99.6% | $3,203-98.1% |