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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 27 · EIN 59-1531281 | Advisory (Plan) | $21,843 |
Service code 49 · EIN 04-1590850 | Other Services | $14,809 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DODGE & COX2 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years 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 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | 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 | $71,423 | $66,302+7.7% | $110,243-35.2% | $56,289+26.9% |
| Participation rate | 98.4% | 74.9%+23.5pp | 79.8%+18.6pp | 69.9%+28.6pp |
| Annual return | -4.99% | -1.18%-3.8pp | 314.76%-319.7pp | -9.96%+5.0pp |
| Employer contribution / active EE | $3,216 | $2,047+57.1% | $3,827-16.0% | $2,111+52.3% |
| Participant deferral / active EE | $3,170 | $3,381-6.2% | $4,672-32.1% | $3,350-5.4% |
| Admin fee / account holder | $94 | $698-86.6% | $8,548-98.9% | $521-82.0% |