Filed June 5, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $181,163 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $37,500 |
HAWLEY TROXELL4 years Service code 29 · EIN 82-0259668 | Legal | $10,208 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,571 | $77,197+3.1% | $86,874-8.4% | $93,030-14.5% |
| Participation rate | 95.3% | 78.2%+17.1pp | 71.6%+23.7pp | 73.9%+21.4pp |
| Annual return | 14.08% | 16.31%-2.2pp | 63.52%-49.4pp | 158.70%-144.6pp |
| Employer contribution / active EE | $3,885 | $2,514+54.5% | $2,495+55.7% | $2,706+43.6% |
| Participant deferral / active EE | $4,849 | $3,831+26.6% | $3,699+31.1% | $4,562+6.3% |
| Admin fee / account holder | $83 | $105-21.2% | $5,828-98.6% | $152-45.5% |