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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $36,552 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $35,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,186 | $42,367+23.2% | $79,583-34.4% | $64,824-19.5% |
| Participation rate | 74.3% | 64.7%+9.6pp | 69.5%+4.8pp | 71.5%+2.8pp |
| Annual return | -20.68% | -12.24%-8.4pp | 0.16%-20.8pp | 32.84%-53.5pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,414-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $5,336 | $3,168+68.4% | $3,986+33.9% | $4,311+23.8% |
| Admin fee / account holder | $194 | $160+21.5% | $6,835-97.2% | $188+3.2% |