Filed September 18, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $100,702 |
Filed as: RAYMOND JAMES AND ASSO INC Service code 16 · EIN 59-1237041 | Consulting | $28,443 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,958 | $46,219-91.4% | $89,414-95.6% | $90,274-95.6% |
| Participation rate | 71.1% | 44.9%+26.2pp | 68.0%+3.1pp | 73.4%-2.3pp |
| Annual return | 20.13% | 25.71%-5.6pp | 245.50%-225.4pp | 53.97%-33.8pp |
| Employer contribution / active EE | $0 | $953-100.0% | $2,586-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $969 | $2,136-54.6% | $3,890-75.1% | $4,231-77.1% |
| Admin fee / account holder | $10 | $147-93.4% | $4,883-99.8% | $114-91.5% |