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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 | Account maintenance fees; Shareholder... | $17,458 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $101,798-31.8% | $165,071-57.9% | $80,935-14.2% |
| Participation rate | 98.9% | 71.8%+27.1pp | 78.6%+20.3pp | 67.7%+31.2pp |
| Annual return | 9.29% | 16.73%-7.4pp | 70.17%-60.9pp | 35.66%-26.4pp |
| Employer contribution / active EE | $529 | $2,954-82.1% | $4,347-87.8% | $2,757-80.8% |
| Participant deferral / active EE | $2,938 | $4,476-34.4% | $6,035-51.3% | $4,299-31.7% |
| Admin fee / account holder | $271 | $8,221-96.7% | $12,695-97.9% | $6,924-96.1% |