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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FIN SERV ADVISORS Service code 27 · EIN 59-2937883 880 CARILLON PKWY · SAINT PETERSBURG, FL 33716 | Advisory (Plan) | $31,017 |
WELLS THOMAS, LLC3 years Service code 49 · EIN 26-0228640 469 WEST MAIN ST. · BRANFORD, CT 06405 | Other Services | $3,182 |
NATIONWIDE3 years Service code 50 · EIN 31-1529130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Direct Payment | $970 |
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 | $55,023 | $60,305-8.8% | $81,780-32.7% | $74,400-26.0% |
| Participation rate | 83.8% | 62.9%+20.9pp | 72.4%+11.4pp | 67.2%+16.6pp |
| Annual return | 10.96% | 16.89%-5.9pp | 776.27%-765.3pp | 1367.51%-1356.6pp |
| Employer contribution / active EE | $2,004 | $2,623-23.6% | $2,914-31.2% | $2,624-23.6% |
| Participant deferral / active EE | $3,119 | $3,390-8.0% | $4,321-27.8% | $4,348-28.3% |
| Admin fee / account holder | $255 | $1,484-82.8% | $7,384-96.5% | $1,944-86.9% |