Filed January 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Distr... | $138,211 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIAT Service code 27 · EIN 59-1237041 | Advisory (Plan) | $49,272 |
PLANTE & MORAN, PLLC3+ years Service code 10 · EIN 38-1357951 | Accounting | $11,600 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,239 | $41,256-55.8% | $86,582-78.9% | $77,958-76.6% |
| Participation rate | 94.3% | 63.0%+31.3pp | 73.5%+20.8pp | 71.6%+22.7pp |
| Annual return | 18.87% | 17.67%+1.2pp | 965.08%-946.2pp | 20.87%-2.0pp |
| Employer contribution / active EE | $1,524 | $1,613-5.5% | $2,839-46.3% | $2,310-34.0% |
| Participant deferral / active EE | $2,043 | $2,332-12.4% | $3,609-43.4% | $3,537-42.2% |
| Admin fee / account holder | $75 | $71+5.3% | $4,904-98.5% | $97-23.5% |