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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $16,089 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,499 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,447 |
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 | $59,184 | $99,957-40.8% | $149,715-60.5% | $73,493-19.5% |
| Participation rate | 72.7% | 75.7%-3.0pp | 82.5%-9.8pp | 70.7%+2.0pp |
| Annual return | 18.36% | 53.87%-35.5pp | 276.66%-258.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $3,958 | $3,191+24.0% | $4,645-14.8% | $2,270+74.4% |
| Participant deferral / active EE | $7,277 | $6,073+19.8% | $6,842+6.4% | $3,740+94.6% |
| Admin fee / account holder | $181 | $551-67.0% | $9,310-98.1% | $513-64.6% |