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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $50,000 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,424 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,560 |
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 | $154,153 | $88,874+73.5% | $123,553+24.8% | $75,289+104.7% |
| Participation rate | 97.0% | 75.9%+21.1pp | 82.3%+14.7pp | 72.4%+24.6pp |
| Annual return | -4.01% | 4.22%-8.2pp | 119.21%-123.2pp | -0.04%-4.0pp |
| Employer contribution / active EE | $3,406 | $3,256+4.6% | $4,628-26.4% | $2,405+41.6% |
| Participant deferral / active EE | $9,888 | $6,174+60.2% | $6,426+53.9% | $3,739+164.5% |
| Admin fee / account holder | $49 | $95-48.1% | $9,284-99.5% | $102-52.1% |