Filed June 5, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $190,317 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $12,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,066 | $61,756+7.0% | $69,890-5.5% | $77,906-15.2% |
| Participation rate | 97.1% | 79.9%+17.2pp | 70.5%+26.6pp | 73.7%+23.4pp |
| Annual return | -17.36% | -11.86%-5.5pp | 190.84%-208.2pp | 12.16%-29.5pp |
| Employer contribution / active EE | $4,073 | $2,706+50.5% | $2,560+59.1% | $2,846+43.1% |
| Participant deferral / active EE | $5,291 | $3,977+33.0% | $3,848+37.5% | $4,805+10.1% |
| Admin fee / account holder | $72 | $101-29.1% | $6,267-98.9% | $133-45.8% |