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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOC Service code 16 | Consulting | $14,289 |
Filed as: AMERICAN UNITED LIFE INS. Service code 66 | Other insurance wrap fees; Insurance ... | $7,205 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 37 · EIN 35-0145825 | Loan Processing | $160 |
Filed as: RAYMOND JAMES AND ASSOC INC. Service code 16 · EIN 59-1237041 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,241 | $56,152-83.5% | $185,835-95.0% | $73,412-87.4% |
| Participation rate | 35.3% | 67.6%-32.2pp | 78.0%-42.7pp | 72.2%-36.9pp |
| Annual return | 26.25% | 17.59%+8.7pp | 35.96%-9.7pp | 59.30%-33.0pp |
| Employer contribution / active EE | $158 | $1,532-89.7% | $4,087-96.1% | $2,234-92.9% |
| Participant deferral / active EE | $746 | $3,659-79.6% | $5,633-86.8% | $3,806-80.4% |
| Admin fee / account holder | $108 | $132-17.9% | $9,502-98.9% | $158-31.3% |