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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $50,764 |
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $13,453 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,032 | $74,552-38.3% | $63,005-26.9% | $69,631-33.9% |
| Participation rate | 43.6% | 78.3%-34.7pp | 74.8%-31.2pp | 70.7%-27.1pp |
| Annual return | 8.98% | 15.77%-6.8pp | 87.59%-78.6pp | 27571.02%-27562.0pp |
| Employer contribution / active EE | $1,262 | $2,929-56.9% | $2,760-54.3% | $2,032-37.9% |
| Participant deferral / active EE | $634 | $2,974-78.7% | $3,329-81.0% | $3,224-80.3% |
| Admin fee / account holder | $184 | $59+209.1% | $3,599-94.9% | $110+66.3% |