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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES Service code 49 660 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Other Services | $0 |
Participant 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.
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 | $192 | $55,449-99.7% | $83,830-99.8% | $56,287-99.7% |
| Participation rate | 85.2% | 68.0%+17.2pp | 76.1%+9.0pp | 69.9%+15.3pp |
| Annual return | 0.00% | -1.38%+1.4pp | 850.97%-851.0pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $172 | $2,935-94.1% | $4,082-95.8% | $3,350-94.9% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |