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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $22,789 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,982 |
RETIREMENTPLANS.COM, LLC5 years Service code 13 · EIN 80-0968774 16051 ADDISON ROAD, SUITE 205 · ADDISON, TX 75001 | Contract Administrator | $11,156 |
Service code 37 · EIN 04-2647786 OPERATIONS COMPANY, LLC · CINCINNATI, OH 452770051 | Loan Processing | $10,511 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,120 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,054 | $55,470+22.7% | $155,556-56.3% | $74,478-8.6% |
| Participation rate | 69.7% | 61.9%+7.8pp | 78.2%-8.5pp | 67.2%+2.5pp |
| Annual return | 12.13% | 269.80%-257.7pp | 64.84%-52.7pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $2,672 | $2,267+17.9% | $4,675-42.8% | $2,626+1.7% |
| Participant deferral / active EE | $3,638 | $2,838+28.2% | $5,631-35.4% | $4,350-16.4% |
| Admin fee / account holder | $231 | $1,744-86.7% | $15,885-98.5% | $1,946-88.1% |