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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 99 | Other Fees | $33,337 |
FORVIS, LLP2 years Filed as: MAZARS USA LLP Service code 10 | Accounting | $23,000 |
INTAC ACTUARIAL SERVICES4+ years Filed as: INTAC Service code 15 | Recordkeeping | $20,268 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,697 |
Service code 99 · EIN 59-2937883 | Other Fees | $5,267 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $4,596 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESMENT MANGEMENT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,997 |
MORNINGSTAR1 year Filed as: MORNINGS STAR Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 99 · EIN 59-1237041 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $107,000 | $79,523+34.6% | $140,019-23.6% | $56,289+90.1% |
| Participation rate | 93.7% | 85.7%+8.0pp | 87.5%+6.2pp | 69.9%+23.8pp |
| Annual return | -2.98% | 2.39%-5.4pp | 651.17%-654.1pp | -9.96%+7.0pp |
| Employer contribution / active EE | $2,068 | $3,350-38.3% | $5,605-63.1% | $2,111-2.0% |
| Participant deferral / active EE | $4,807 | $5,129-6.3% | $6,927-30.6% | $3,350+43.5% |
| Admin fee / account holder | $272 | $614-55.8% | $10,705-97.5% | $521-47.9% |