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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,128 |
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $5,079 |
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.
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 | $34,915 | $47,766-26.9% | $82,763-57.8% | $64,824-46.1% |
| Participation rate | 22.5% | 67.7%-45.2pp | 72.6%-50.1pp | 71.5%-49.0pp |
| Annual return | -13.34% | -13.06%-0.3pp | 702.45%-715.8pp | 32.84%-46.2pp |
| Employer contribution / active EE | $414 | $2,182-81.0% | $3,008-86.2% | $2,507-83.5% |
| Participant deferral / active EE | $846 | $3,332-74.6% | $4,395-80.8% | $4,311-80.4% |
| Admin fee / account holder | $72 | $143-49.5% | $5,325-98.6% | $188-61.5% |