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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 | $15,012 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $12,958 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,948 | $80,763-71.6% | $102,412-77.6% | $74,459-69.2% |
| Participation rate | 42.7% | 65.7%-23.0pp | 74.5%-31.8pp | 67.2%-24.5pp |
| Annual return | 17.98% | 27.57%-9.6pp | 24.94%-7.0pp | 1369.70%-1351.7pp |
| Employer contribution / active EE | $669 | $3,160-78.8% | $3,870-82.7% | $2,626-74.5% |
| Participant deferral / active EE | $1,870 | $3,862-51.6% | $5,060-63.1% | $4,350-57.0% |
| Admin fee / account holder | $214 | $2,371-91.0% | $8,388-97.5% | $1,945-89.0% |