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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY & LIFE INS CO Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,566 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1517485 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $20,721 |
PINNACLE PENSION SERVICES6+ years Service code 13 · EIN 82-0433443 3101 W. MAIN ST., STE. 100 · BOISE, ID 83702 | Contract Administrator | $7,287 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $26,169 | $91,710-71.5% | $67,560-61.3% | $77,762-66.3% |
| Participation rate | 19.5% | 76.0%-56.5pp | 72.9%-53.4pp | 70.6%-51.1pp |
| Annual return | 14.46% | 14.88%-0.4pp | 3533.50%-3519.0pp | 31.27%-16.8pp |
| Employer contribution / active EE | $528 | $3,187-83.4% | $2,737-80.7% | $2,728-80.7% |
| Participant deferral / active EE | $903 | $3,911-76.9% | $4,004-77.5% | $4,651-80.6% |
| Admin fee / account holder | $260 | $245+6.0% | $3,994-93.5% | $433-40.0% |