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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $18,698 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,939 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $223 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,696,333 | $78,707+2055.3% | $117,861+1339.3% | $70,126+2319.0% |
| Participation rate | 2.4% | 73.2%-70.8pp | 79.7%-77.3pp | 69.5%-67.2pp |
| Annual return | 14.88% | 23.30%-8.4pp | 335.11%-320.2pp | 73.15%-58.3pp |
| Employer contribution / active EE | $2,574 | $2,223+15.8% | $3,786-32.0% | $2,343+9.9% |
| Participant deferral / active EE | $4,844 | $3,297+46.9% | $4,482+8.1% | $3,332+45.4% |
| Admin fee / account holder | $8,215 | $5,066+62.2% | $8,021+2.4% | $4,645+76.8% |