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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $12,000 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 · EIN 43-1829594 11701 BORMAN DR. STE. 300 · ST. LOUIS, MO 63146 | Contract Administrator | $6,940 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JPMORGAN INVEST HOLDINGS Service code 64 · EIN 13-6038768 7700 FORSYTH BLVD · ST. LOUIS, MO 63105 | Recordkeeping Fees | $555 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,930 | $79,223+8.5% | $102,460-16.1% | $74,478+15.4% |
| Participation rate | 94.9% | 74.8%+20.2pp | 76.5%+18.4pp | 67.2%+27.7pp |
| Annual return | 13.31% | 54.98%-41.7pp | 29.47%-16.2pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $3,114 | $2,363+31.8% | $3,025+2.9% | $2,626+18.6% |
| Participant deferral / active EE | $6,475 | $4,417+46.6% | $5,056+28.1% | $4,350+48.8% |
| Admin fee / account holder | $127 | $2,003-93.7% | $9,460-98.7% | $1,946-93.5% |