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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $46,412 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,606 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $16,688 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,563 | $106,264-42.1% | $147,117-58.2% | $77,762-20.8% |
| Participation rate | 74.0% | 78.4%-4.5pp | 82.2%-8.2pp | 70.6%+3.4pp |
| Annual return | 25.38% | 56.94%-31.6pp | 420.54%-395.2pp | 31.27%-5.9pp |
| Employer contribution / active EE | $3,635 | $4,074-10.8% | $4,932-26.3% | $2,728+33.2% |
| Participant deferral / active EE | $6,170 | $8,003-22.9% | $8,065-23.5% | $4,651+32.7% |
| Admin fee / account holder | $172 | $334-48.6% | $12,993-98.7% | $433-60.3% |