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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,013 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1517485 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $10,955 |
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 | $28,712 | $54,674-47.5% | $76,089-62.3% | $74,429-61.4% |
| Participation rate | 96.8% | 60.3%+36.5pp | 69.1%+27.8pp | 67.2%+29.6pp |
| Annual return | 13.18% | 31.89%-18.7pp | 360.94%-347.8pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $2,567 | $1,781+44.1% | $2,690-4.6% | $2,625-2.2% |
| Participant deferral / active EE | $3,813 | $3,071+24.2% | $4,259-10.5% | $4,348-12.3% |
| Admin fee / account holder | $150 | $2,238-93.3% | $6,418-97.7% | $1,944-92.3% |