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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 | $70,163 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $41,698 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,624 | $64,871+21.2% | $129,110-39.1% | $66,930+17.5% |
| Participation rate | 85.7% | 74.0%+11.8pp | 77.3%+8.5pp | 69.8%+15.9pp |
| Annual return | -14.07% | -12.21%-1.9pp | -10.94%-3.1pp | 1.57%-15.6pp |
| Employer contribution / active EE | $7,801 | $3,741+108.5% | $5,052+54.4% | $2,545+206.5% |
| Participant deferral / active EE | $8,552 | $5,090+68.0% | $6,542+30.7% | $4,238+101.8% |
| Admin fee / account holder | $693 | $629+10.2% | $14,302-95.2% | $593+16.8% |