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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 27 · EIN 59-1531281 | Advisory (Plan) | $20,579 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $13,219 |
CORRIGAN KRAUSE3+ years Service code 10 · EIN 37-1574855 | Accounting | $6,500 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-3073289 | Indirect Investment Fees | $0 |
Filed as: DREYFUS Service code 52 · EIN 13-4024319 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
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 | $76,445 | $71,192+7.4% | $117,861-35.1% | $62,293+22.7% |
| Participation rate | 99.2% | 74.2%+25.0pp | 79.7%+19.5pp | 69.5%+29.7pp |
| Annual return | 16.17% | 18.66%-2.5pp | 335.11%-318.9pp | 28.90%-12.7pp |
| Employer contribution / active EE | $3,179 | $1,934+64.4% | $3,786-16.0% | $2,042+55.7% |
| Participant deferral / active EE | $3,002 | $3,189-5.9% | $4,482-33.0% | $3,169-5.3% |
| Admin fee / account holder | $131 | $587-77.6% | $8,021-98.4% | $479-72.6% |