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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,468 |
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 55 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Commissions | $11,544 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,460 | $79,209-31.2% | $102,434-46.8% | $74,459-26.9% |
| Participation rate | 90.4% | 74.8%+15.7pp | 76.5%+13.9pp | 67.2%+23.2pp |
| Annual return | 11.60% | 54.98%-43.4pp | 29.46%-17.9pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $2,313 | $2,362-2.1% | $3,023-23.5% | $2,626-11.9% |
| Participant deferral / active EE | $4,306 | $4,417-2.5% | $5,055-14.8% | $4,350-1.0% |
| Admin fee / account holder | $117 | $2,002-94.2% | $9,462-98.8% | $1,945-94.0% |