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| Provider | Service type | Compensation |
|---|---|---|
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 · EIN 81-3989034 | Contract Administrator | $22,009 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,125 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $7,050 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,403 | $55,437-36.1% | $155,534-77.2% | $74,459-52.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.45% | 269.58%-255.1pp | 64.92%-50.5pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $3,453 | $2,266+52.4% | $4,675-26.1% | $2,626+31.5% |
| Participant deferral / active EE | $5,331 | $2,837+87.9% | $5,630-5.3% | $4,350+22.6% |
| Admin fee / account holder | $128 | $1,742-92.6% | $15,900-99.2% | $1,945-93.4% |