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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES6+ 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 |
Filed as: JPMORGAN INVEST HOLDINGS Service code 64 · EIN 13-6038768 7700 FORSYTH BLVD · ST. LOUIS, MO 63105 | Recordkeeping Fees | $382 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,267 | $73,638+7.6% | $95,960-17.4% | $73,493+7.9% |
| Participation rate | 91.0% | 76.2%+14.8pp | 77.1%+13.9pp | 70.7%+20.3pp |
| Annual return | 10.50% | 16.78%-6.3pp | 91.63%-81.1pp | 28.51%-18.0pp |
| Employer contribution / active EE | $2,595 | $1,863+39.3% | $2,541+2.1% | $2,270+14.3% |
| Participant deferral / active EE | $5,712 | $3,617+57.9% | $4,167+37.1% | $3,740+52.7% |
| Admin fee / account holder | $171 | $482-64.5% | $6,797-97.5% | $513-66.7% |