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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $23,553 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,165 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $18,510 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,572 |
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 | $16,603 | $106,236-84.4% | $112,263-85.2% | $64,824-74.4% |
| Participation rate | 92.9% | 71.7%+21.2pp | 75.1%+17.9pp | 71.5%+21.5pp |
| Annual return | -16.07% | -6.02%-10.0pp | 27.49%-43.6pp | 32.84%-48.9pp |
| Employer contribution / active EE | $1,751 | $3,167-44.7% | $3,636-51.9% | $2,507-30.2% |
| Participant deferral / active EE | $3,838 | $3,786+1.4% | $4,729-18.8% | $4,311-11.0% |
| Admin fee / account holder | $117 | $452-74.2% | $6,410-98.2% | $188-37.9% |