Filed January 13, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Partici... | $101,880 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIAT Service code 27 · EIN 59-1237041 | Advisory (Plan) | $44,214 |
WARNER NORCROSS & JUDD LLP2+ years Service code 29 · EIN 38-1422647 | Legal | $26,140 |
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1357951 | Accounting | $7,000 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $17,139 | $34,495-50.3% | $78,676-78.2% | $63,975-73.2% |
| Participation rate | 92.9% | 60.8%+32.1pp | 73.6%+19.3pp | 71.1%+21.7pp |
| Annual return | 6.29% | 11.62%-5.3pp | 62.19%-55.9pp | 48.65%-42.4pp |
| Employer contribution / active EE | $1,524 | $1,398+9.0% | $2,850-46.5% | $2,182-30.1% |
| Participant deferral / active EE | $1,936 | $2,100-7.8% | $3,517-45.0% | $3,356-42.3% |
| Admin fee / account holder | $83 | $68+21.9% | $4,510-98.2% | $70+17.7% |