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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $101,910 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES AND ASSOCIATES Service code 99 · EIN 59-1237041 | Other Fees | $49,316 |
OLAM AMERICAS INC1+ years Service code 99 · EIN 11-1000111 | Other Fees | $47,575 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $32,654 |
MORNINGSTAR1+ years Service code 27 | Advisory (Plan) | $19,797 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Service code 99 · EIN 59-2937883 | Other Fees | $8,219 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,446 | $41,774+111.7% | $118,925-25.6% | $90,288-2.0% |
| Participation rate | 47.1% | 55.0%-7.9pp | 75.4%-28.3pp | 73.4%-26.2pp |
| Annual return | 17.42% | 16.64%+0.8pp | 35.88%-18.5pp | 53.97%-36.5pp |
| Employer contribution / active EE | $2,292 | $986+132.6% | $3,263-29.7% | $2,524-9.2% |
| Participant deferral / active EE | $3,182 | $1,683+89.0% | $4,265-25.4% | $4,232-24.8% |
| Admin fee / account holder | $94 | $85+10.6% | $6,581-98.6% | $114-17.9% |