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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 | $81,777+36.1% | $148,496-25.0% | $69,733+59.7% |
| Participation rate | 100.0% | 70.9%+29.1pp | 76.0%+24.0pp | 62.5%+37.5pp |
| Annual return | 8.09% | 14.38%-6.3pp | 12.33%-4.2pp | 15.22%-7.1pp |
| Employer contribution / active EE | $1,033 | $2,488-58.5% | $3,497-70.5% | $2,250-54.1% |
| Participant deferral / active EE | $1,041 | $3,367-69.1% | $4,808-78.4% | $3,054-65.9% |
| Admin fee / account holder | $294 | $2,991-90.2% | $19,547-98.5% | $3,102-90.5% |