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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 | $22,290 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $17,845 |
UBS FINANCIAL SERVICES INC2+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $7,753 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,670 | $55,472-23.1% | $155,567-72.6% | $74,546-42.8% |
| Participation rate | 40.3% | 61.9%-21.6pp | 78.2%-37.9pp | 67.2%-26.9pp |
| Annual return | 8.91% | 268.72%-259.8pp | 64.74%-55.8pp | 1366.03%-1357.1pp |
| Employer contribution / active EE | $811 | $2,269-64.2% | $4,674-82.6% | $2,624-69.1% |
| Participant deferral / active EE | $3,803 | $2,838+34.0% | $5,628-32.4% | $4,347-12.5% |
| Admin fee / account holder | $474 | $1,743-72.8% | $15,916-97.0% | $1,944-75.6% |