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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 27 · EIN 59-1531281 | Advisory (Plan) | $8,366 |
PENSION ASSURANCE LLP3 years Filed as: THE PENSION STUDIO, LLC Service code 15 · EIN 54-2154380 | Recordkeeping | $2,030 |
Filed as: TRANSAMERIAN LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $26,007 | $66,650-61.0% | $92,915-72.0% | $67,582-61.5% |
| Participation rate | 53.8% | 72.5%-18.7pp | 76.0%-22.3pp | 71.3%-17.5pp |
| Annual return | 25.06% | 92.64%-67.6pp | 109.45%-84.4pp | 378.57%-353.5pp |
| Employer contribution / active EE | $2,891 | $2,777+4.1% | $3,653-20.9% | $2,148+34.6% |
| Participant deferral / active EE | $3,413 | $3,160+8.0% | $4,238-19.5% | $3,539-3.6% |
| Admin fee / account holder | $53 | $199-73.5% | $5,796-99.1% | $142-63.0% |