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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $108,996 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 16 · EIN 59-1237041 | Consulting | $87,500 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,817 |
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 | $198,649 | $95,388+108.3% | $125,401+58.4% | $77,906+155.0% |
| Participation rate | 97.4% | 78.6%+18.8pp | 82.4%+15.0pp | 73.7%+23.7pp |
| Annual return | -19.54% | 116.19%-135.7pp | 572.53%-592.1pp | 12.16%-31.7pp |
| Employer contribution / active EE | $4,145 | $3,666+13.1% | $4,816-13.9% | $2,846+45.6% |
| Participant deferral / active EE | $11,191 | $7,711+45.1% | $7,448+50.2% | $4,805+132.9% |
| Admin fee / account holder | $151 | $119+26.9% | $10,008-98.5% | $133+13.8% |