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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $8,256 |
Filed as: RAYMOND JAMES FINC. SVCS ADVISORS Service code 26 · EIN 59-2937883 | Advisory (Participants) | $8,251 |
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 | $55,190 | $55,453-0.5% | $170,439-67.6% | $62,293-11.4% |
| Participation rate | 84.3% | 66.4%+17.9pp | 83.6%+0.7pp | 69.5%+14.7pp |
| Annual return | 18.77% | 21.38%-2.6pp | 205.94%-187.2pp | 28.90%-10.1pp |
| Employer contribution / active EE | $2,074 | $2,164-4.2% | $5,433-61.8% | $2,042+1.5% |
| Participant deferral / active EE | $4,121 | $2,303+79.0% | $4,939-16.6% | $3,169+30.0% |
| Admin fee / account holder | $74 | $455-83.8% | $13,881-99.5% | $479-84.7% |