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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 92-1818939 100 S. ASHLEY DRIVE - SUITE 620 · TAMPA, FL 336025384 | Recordkeeping | $25,000 |
Filed as: RAYMOND JAMES FINAN. SERVICES Service code 15 · EIN 59-1531281 880 CARILLON PKWY · SAINT PETERSBURG, FL 337611102 | Recordkeeping | $23,010 |
Filed as: TEACHERS INS & ANNUIT ASSOC Service code 26 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Advisory (Participants) | $21,346 |
JAMES M MOYNA CPA PC2 years Filed as: JAMES M. MOYNA, CPA PC Service code 10 · EIN 47-2940358 872 S. MILWAUKEE AVENUE - STE 124 · LIBERTYVILLE, IL 600483227 | Accounting | $12,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,567 | $61,356+28.1% | $149,696-47.5% | $71,511+9.9% |
| Participation rate | 87.2% | 62.5%+24.7pp | 78.8%+8.4pp | 67.9%+19.3pp |
| Annual return | 17.06% | 35.86%-18.8pp | 134.46%-117.4pp | 28.86%-11.8pp |
| Employer contribution / active EE | $2,852 | $2,382+19.8% | $4,821-40.8% | $2,589+10.2% |
| Participant deferral / active EE | $5,863 | $2,920+100.8% | $5,682+3.2% | $4,291+36.6% |
| Admin fee / account holder | $300 | $1,263-76.3% | $13,212-97.7% | $1,588-81.1% |