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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $92,994 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $87,500 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,275 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,180 | $107,415+116.2% | $135,998+70.7% | $80,187+189.5% |
| Participation rate | 97.3% | 78.0%+19.3pp | 81.9%+15.4pp | 72.9%+24.4pp |
| Annual return | 24.39% | 91.99%-67.6pp | 68.37%-44.0pp | 40.40%-16.0pp |
| Employer contribution / active EE | $3,930 | $3,878+1.3% | $4,860-19.1% | $2,980+31.9% |
| Participant deferral / active EE | $11,958 | $8,189+46.0% | $7,761+54.1% | $5,016+138.4% |
| Admin fee / account holder | $140 | $127+10.6% | $10,769-98.7% | $145-3.1% |