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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 | $80,705+37.9% | $115,768-3.8% | $67,986+63.8% |
| Participation rate | 100.0% | 63.0%+37.0pp | 74.4%+25.6pp | 57.2%+42.8pp |
| Annual return | 8.09% | 18.49%-10.4pp | 100.46%-92.4pp | 31.67%-23.6pp |
| Employer contribution / active EE | $1,033 | $2,046-49.5% | $2,940-64.9% | $2,019-48.9% |
| Participant deferral / active EE | $1,041 | $3,559-70.8% | $4,917-78.8% | $3,358-69.0% |
| Admin fee / account holder | $294 | $4,135-92.9% | $12,439-97.6% | $3,203-90.8% |