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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,593 |
Filed as: RAYMOND JAMES&ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $14,760 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,748 | $89,652-51.2% | $141,177-69.0% | $65,185-32.9% |
| Participation rate | 75.8% | 74.7%+1.1pp | 82.5%-6.6pp | 70.2%+5.6pp |
| Annual return | 36.91% | 32.79%+4.1pp | 71.40%-34.5pp | 29.38%+7.5pp |
| Employer contribution / active EE | $2,967 | $3,065-3.2% | $4,736-37.3% | $2,177+36.3% |
| Participant deferral / active EE | $6,663 | $5,691+17.1% | $6,710-0.7% | $3,514+89.6% |
| Admin fee / account holder | $188 | $569-67.0% | $10,263-98.2% | $847-77.8% |