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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) | $36,384 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,528 |
EXFO AMERICA INC1 year Service code 99 250 APOLLO DR · CHELMSFORD, MA 01824 | Other Fees | $11,000 |
EMJAY CORPORATION3+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $280 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $62 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $122,549 | $64,909+88.8% | $82,312+48.9% | $62,293+96.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.36% | 21.18%-1.8pp | 25.88%-6.5pp | 28.90%-9.5pp |
| Employer contribution / active EE | $5,045 | $1,676+201.0% | $2,428+107.8% | $2,042+147.0% |
| Participant deferral / active EE | $12,361 | $3,103+298.3% | $3,706+233.5% | $3,169+290.1% |
| Admin fee / account holder | $345 | $440-21.4% | $5,608-93.8% | $479-27.9% |