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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 101 S. MAIN STREET #301 · DECATUR, IL 62523 | Advisory (Plan) | $12,000 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 1295 STATE STREET · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $2,041 |
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Claims processing; Direct payment fro... | $1,445 |
Filed as: BENEFIT PLANS PLUS LLC Service code 13 · EIN 43-1829594 6 CITYPLACE DR. · ST. LOUIS, MO 63141 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,895 | $60,349+12.5% | $74,184-8.5% | $62,881+8.0% |
| Participation rate | 76.6% | 72.7%+3.9pp | 76.6%0pp | 69.3%+7.3pp |
| Annual return | 8.26% | 21.38%-13.1pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,403 | $1,680+43.0% | $2,370+1.4% | $2,281+5.3% |
| Participant deferral / active EE | $4,382 | $2,856+53.4% | $3,550+23.4% | $3,203+36.8% |
| Admin fee / account holder | $42 | $4,261-99.0% | $5,586-99.3% | $4,296-99.0% |