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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $52,813 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 16 880 CARILLON PARKWAY · ST PETERSBURG, FL 33733 | Consulting | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,175 | $57,108+19.4% | $94,228-27.6% | $52,331+30.3% |
| Participation rate | 94.2% | 72.9%+21.3pp | 78.8%+15.4pp | 68.1%+26.1pp |
| Annual return | 0.80% | 1.47%-0.7pp | 10.68%-9.9pp | 4.54%-3.7pp |
| Employer contribution / active EE | $343 | $1,735-80.2% | $3,587-90.4% | $1,882-81.8% |
| Participant deferral / active EE | $2,353 | $3,040-22.6% | $4,320-45.5% | $3,022-22.1% |
| Admin fee / account holder | $221 | $546-59.6% | $6,269-96.5% | $592-62.6% |