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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $113,601 |
Filed as: RAYMOND JAMES & ASSOCIATES .00 INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $89,654 |
STEVENS DOWD & COMPANY6 years Service code 13 629 LAKELAND E DR · FLOWOOD, MS 39232 | Contract Administrator | $5,800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,345 | $54,245-38.5% | $93,727-64.4% | $77,762-57.1% |
| Participation rate | 99.4% | 63.9%+35.5pp | 68.7%+30.7pp | 70.6%+28.8pp |
| Annual return | 15.31% | 30.58%-15.3pp | 133.83%-118.5pp | 31.27%-16.0pp |
| Employer contribution / active EE | $2,624 | $1,168+124.7% | $2,421+8.4% | $2,728-3.8% |
| Participant deferral / active EE | $4,616 | $3,144+46.8% | $4,417+4.5% | $4,651-0.8% |
| Admin fee / account holder | $196 | $575-65.9% | $8,292-97.6% | $433-54.7% |