Filed June 5, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $242,666 |
Filed as: RAYMOND JAMES Service code 16 · EIN 59-1237041 | Consulting | $25,000 |
HAWLEY TROXELL3 years Service code 29 · EIN 82-0259668 | Legal | $6,311 |
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 | $69,368 | $72,066-3.7% | $81,726-15.1% | $90,274-23.2% |
| Participation rate | 95.0% | 78.9%+16.1pp | 72.0%+23.0pp | 73.4%+21.7pp |
| Annual return | 14.25% | 15.92%-1.7pp | 29.49%-15.2pp | 53.97%-39.7pp |
| Employer contribution / active EE | $3,915 | $2,335+67.7% | $4,311-9.2% | $2,523+55.2% |
| Participant deferral / active EE | $4,296 | $3,557+20.8% | $7,108-39.6% | $4,231+1.6% |
| Admin fee / account holder | $96 | $92+3.5% | $5,160-98.1% | $114-16.1% |