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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 101 S. MAIN STREET #301 · DECATUR, IL 62523 | Advisory (Plan) | $12,000 |
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Participant loan processing; Claims p... | $5,956 |
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 | $59,677 | $54,320+9.9% | $67,652-11.8% | $52,331+14.0% |
| Participation rate | 76.4% | 73.6%+2.8pp | 75.7%+0.7pp | 68.1%+8.3pp |
| Annual return | 0.79% | 6.81%-6.0pp | 6625.40%-6624.6pp | 4.54%-3.8pp |
| Employer contribution / active EE | $1,969 | $1,544+27.5% | $2,266-13.1% | $1,882+4.6% |
| Participant deferral / active EE | $4,336 | $2,950+47.0% | $3,560+21.8% | $3,022+43.5% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |