Filed June 5, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $173,234 |
Filed as: RAYMOND JAMES Service code 16 · EIN 59-1237041 | Consulting | $25,000 |
HAWLEY TROXELL2 years Service code 29 · EIN 82-0259668 | Legal | $15,582 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,480 | $65,708-0.3% | $76,667-14.6% | $77,775-15.8% |
| Participation rate | 94.4% | 79.0%+15.4pp | 72.1%+22.3pp | 73.2%+21.1pp |
| Annual return | 22.46% | 49.86%-27.4pp | 1166.74%-1144.3pp | 32.58%-10.1pp |
| Employer contribution / active EE | $3,646 | $2,167+68.2% | $2,303+58.3% | $2,504+45.6% |
| Participant deferral / active EE | $4,275 | $3,254+31.4% | $3,336+28.2% | $3,966+7.8% |
| Admin fee / account holder | $74 | $91-18.9% | $6,423-98.9% | $100-26.4% |