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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 99 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Other Fees | $45,000 |
Filed as: BARNES, DENNIG AND CO. LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $9,500 |
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS SERVICES INC DBA Service code 99 PO BOX 806 · BRAINERD, MN 56401 | Other Fees | $6,960 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,403 | $26,810-31.4% | $76,518-75.9% | $73,367-74.9% |
| Participation rate | 1.5% | 34.6%-33.2pp | 68.0%-66.5pp | 69.5%-68.0pp |
| Annual return | -4.35% | 17.04%-21.4pp | -0.27%-4.1pp | 173.45%-177.8pp |
| Employer contribution / active EE | $10 | $503-98.0% | $2,647-99.6% | $2,499-99.6% |
| Participant deferral / active EE | $38 | $1,312-97.1% | $3,836-99.0% | $4,033-99.1% |
| Admin fee / account holder | $24 | $71-66.6% | $4,849-99.5% | $68-65.4% |