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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 | $36,722 |
ASCENSUS LLC1+ years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $6,805 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 ATTN CONSULTING - 027210900 · ST PETERSBURG, FL 33716 | Advisory (Plan) | $3,858 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $46 |
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 | $14,737 | $83,023-82.2% | $102,437-85.6% | $77,762-81.0% |
| Participation rate | 81.1% | 71.5%+9.6pp | 74.5%+6.6pp | 70.6%+10.5pp |
| Annual return | 52.95% | 19.12%+33.8pp | 24.95%+28.0pp | 31.27%+21.7pp |
| Employer contribution / active EE | $2,001 | $3,552-43.7% | $3,871-48.3% | $2,728-26.7% |
| Participant deferral / active EE | $3,208 | $4,110-21.9% | $5,060-36.6% | $4,651-31.0% |
| Admin fee / account holder | $121 | $639-81.0% | $8,388-98.6% | $433-72.0% |