Filed June 5, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-2647786 | Contract Administrator | $188,194 |
FRANCIS INVESTMENT COUNCIL2 years Filed as: FRANCIS LLC Service code 26 · EIN 90-0142264 | Advisory (Participants) | $44,946 |
Filed as: RAYMOND JAMES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $12,500 |
HAWLEY TROXELL8 years Service code 29 · EIN 82-0259668 | Legal | $6,093 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,816 | $92,745+10.9% | $89,340+15.1% | $103,975-1.1% |
| Participation rate | 96.4% | 78.0%+18.3pp | 69.6%+26.8pp | 72.5%+23.8pp |
| Annual return | 18.09% | 13.58%+4.5pp | 20.57%-2.5pp | 19.41%-1.3pp |
| Employer contribution / active EE | $5,061 | $3,754+34.8% | $2,231+126.8% | $3,722+36.0% |
| Participant deferral / active EE | $6,532 | $4,592+42.2% | $3,823+70.9% | $5,343+22.3% |
| Admin fee / account holder | $92 | $146-37.0% | $6,704-98.6% | $332-72.3% |