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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $28,145 |
USI CONSULTING GROUP4 years Service code 14 · EIN 06-1053228 | Plan Administrator | $21,551 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $14,086 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,330 | $76,383+45.8% | $121,663-8.5% | $64,340+73.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 74.5%+25.5pp | 55.2%+44.8pp |
| Annual return | 8.09% | 16.98%-8.9pp | 147.54%-139.5pp | 24.14%-16.1pp |
| Employer contribution / active EE | $1,033 | $1,943-46.8% | $3,020-65.8% | $1,862-44.5% |
| Participant deferral / active EE | $1,041 | $3,149-67.0% | $4,887-78.7% | $2,980-65.1% |
| Admin fee / account holder | $294 | $4,142-92.9% | $14,289-97.9% | $3,703-92.1% |