Filed June 5, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-2647786 | Contract Administrator | $188,194 |
FRANCIS LLC2 years 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,816 | $89,178+15.3% | $91,541+12.3% | $102,872-0.1% |
| Participation rate | 96.4% | 79.7%+16.7pp | 69.8%+26.6pp | 73.0%+23.3pp |
| Annual return | 18.09% | 14.52%+3.6pp | 20.50%-2.4pp | 19.06%-1.0pp |
| Employer contribution / active EE | $5,061 | $3,455+46.5% | $2,505+102.1% | $3,526+43.5% |
| Participant deferral / active EE | $6,532 | $4,657+40.3% | $4,008+63.0% | $5,535+18.0% |
| Admin fee / account holder | $92 | $134-31.2% | $6,956-98.7% | $292-68.4% |