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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $63,841 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 16 · EIN 59-1531281 | Consulting | $28,343 |
MARS ELECTRIC COMPANY1 year Service code 16 · EIN 34-0837654 | Consulting | $0 |
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 | $74,146 | $44,714+65.8% | $91,225-18.7% | $66,938+10.8% |
| Participation rate | 98.0% | 65.0%+33.0pp | 73.2%+24.8pp | 69.8%+28.2pp |
| Annual return | -16.65% | -12.25%-4.4pp | 114.12%-130.8pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,428 | $1,710+42.0% | $2,851-14.8% | $2,545-4.6% |
| Participant deferral / active EE | $4,719 | $3,355+40.6% | $4,233+11.5% | $4,238+11.3% |
| Admin fee / account holder | $293 | $521-43.8% | $5,422-94.6% | $594-50.7% |