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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) | $65,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $38,876 |
EIDE BAILLY LLP2 years Service code 10 PO BOX 1914 · BISMARCK, ND 585021914 | Accounting | $11,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,499 | $101,499+157.6% | $147,005+77.9% | $74,546+250.8% |
| Participation rate | 96.8% | 75.5%+21.3pp | 82.2%+14.6pp | 67.2%+29.6pp |
| Annual return | 10.57% | 8732.34%-8721.8pp | 418.76%-408.2pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $6,540 | $3,811+71.6% | $4,934+32.5% | $2,624+149.2% |
| Participant deferral / active EE | $6,889 | $7,304-5.7% | $8,070-14.6% | $4,347+58.5% |
| Admin fee / account holder | $532 | $1,748-69.6% | $13,006-95.9% | $1,944-72.6% |