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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES Service code 15 · EIN 59-1531281 | Recordkeeping | $10,777 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,454 |
CORRIGAN KRAUSE1+ years Service code 15 · EIN 37-1574855 | Recordkeeping | $80 |
ADP BROKER-DEALER1+ years Service code 49 | Other Services | $0 |
Annual investment return 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 | $59,999 | $57,108+5.1% | $94,229-36.3% | $52,331+14.7% |
| Participation rate | 95.4% | 72.9%+22.5pp | 78.8%+16.6pp | 68.1%+27.3pp |
| Annual return | -1.91% | 1.47%-3.4pp | 10.68%-12.6pp | 4.54%-6.4pp |
| Employer contribution / active EE | $3,929 | $1,735+126.4% | $3,587+9.5% | $1,882+108.8% |
| Participant deferral / active EE | $2,256 | $3,040-25.8% | $4,320-47.8% | $3,022-25.3% |
| Admin fee / account holder | $167 | $546-69.4% | $6,269-97.3% | $592-71.8% |