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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 16 · EIN 59-1237041 | Consulting | $17,502 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant loan processing; Account ... | $17,458 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,463 | $101,763-31.7% | $164,866-57.9% | $80,874-14.1% |
| Participation rate | 98.9% | 71.8%+27.1pp | 78.6%+20.3pp | 67.6%+31.3pp |
| Annual return | 9.29% | 16.73%-7.4pp | 69.97%-60.7pp | 35.62%-26.3pp |
| Employer contribution / active EE | $529 | $2,954-82.1% | $4,343-87.8% | $2,756-80.8% |
| Participant deferral / active EE | $2,938 | $4,477-34.4% | $6,033-51.3% | $4,297-31.6% |
| Admin fee / account holder | $271 | $8,228-96.7% | $12,689-97.9% | $6,935-96.1% |