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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 99 · EIN 59-2937883 | Other Fees | $45,570 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $23,443 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,246 | $45,109-8.6% | $85,187-51.6% | $77,736-46.9% |
| Participation rate | 92.6% | 48.7%+44.0pp | 67.5%+25.1pp | 70.6%+22.0pp |
| Annual return | 19.68% | 79.55%-59.9pp | 66.67%-47.0pp | 31.26%-11.6pp |
| Employer contribution / active EE | $3,524 | $1,602+120.0% | $2,732+29.0% | $2,728+29.2% |
| Participant deferral / active EE | $7,207 | $2,814+156.1% | $4,525+59.3% | $4,651+55.0% |
| Admin fee / account holder | $156 | $915-82.9% | $6,162-97.5% | $433-64.0% |