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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 | $77,569+43.5% | $115,599-3.7% | $64,097+73.7% |
| Participation rate | 100.0% | 60.7%+39.3pp | 74.3%+25.7pp | 55.2%+44.8pp |
| Annual return | 8.09% | 18.52%-10.4pp | 111.10%-103.0pp | 34.64%-26.6pp |
| Employer contribution / active EE | $1,033 | $1,915-46.1% | $2,955-65.1% | $1,891-45.4% |
| Participant deferral / active EE | $1,041 | $3,327-68.7% | $4,889-78.7% | $3,080-66.2% |
| Admin fee / account holder | $294 | $4,470-93.4% | $12,841-97.7% | $3,454-91.5% |