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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 | $17,586 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $10,786 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $645 |
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 | $17,439 | $29,736-41.4% | $56,033-68.9% | $80,935-78.5% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.7%+32.3pp |
| Annual return | 11.98% | 35.28%-23.3pp | 1711.38%-1699.4pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,136 | $671+69.2% | $1,041+9.1% | $2,757-58.8% |
| Participant deferral / active EE | $5,237 | $1,228+326.4% | $1,954+168.0% | $4,299+21.8% |
| Admin fee / account holder | $202 | $2,434-91.7% | $2,827-92.9% | $6,924-97.1% |