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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 | $95,699 |
Filed as: RAYMOND JAMES & ASSOCIATES .00 INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $68,291 |
STEVENS DOWD & COMPANY5 years Service code 13 629 LAKELAND E DR · FLOWOOD, MS 39232 | Contract Administrator | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,737 | $53,165-47.8% | $86,216-67.8% | $74,460-62.7% |
| Participation rate | 94.9% | 64.9%+30.0pp | 69.0%+25.9pp | 70.7%+24.1pp |
| Annual return | 21.83% | 22.64%-0.8pp | 1169.42%-1147.6pp | 34.38%-12.5pp |
| Employer contribution / active EE | $2,319 | $1,210+91.7% | $2,382-2.6% | $2,638-12.1% |
| Participant deferral / active EE | $3,829 | $3,234+18.4% | $3,986-3.9% | $4,530-15.5% |
| Admin fee / account holder | $173 | $551-68.6% | $6,853-97.5% | $348-50.3% |