Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $50,756 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,074 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,806 | $96,805+4.1% | $153,741-34.4% | $77,762+29.6% |
| Participation rate | 84.2% | 81.6%+2.6pp | 77.1%+7.1pp | 70.6%+13.6pp |
| Annual return | 33.46% | 14.39%+19.1pp | 15.71%+17.7pp | 31.27%+2.2pp |
| Employer contribution / active EE | $6,900 | $5,232+31.9% | $5,042+36.9% | $2,728+152.9% |
| Participant deferral / active EE | $8,240 | $6,601+24.8% | $6,757+22.0% | $4,651+77.2% |
| Admin fee / account holder | $418 | $182+129.7% | $12,749-96.7% | $433-3.4% |