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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 51 26600 DETROIT RD STE 240 · WESTLAKE, OH 44145 | Investment Mgmt Fees | $5,731 |
PENCHECKS1 year Filed as: PENCHECKS TRUST COMPANY Service code 21 · EIN 33-6134835 8580 LA MESA BLVD · LA MESA, CA 91942 | Bank Trustee | $3,755 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $398,892-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 12.4%-12.4pp |
| Annual return | 15.53% | 9.27%+6.3pp | 8.54%+7.0pp | 9.89%+5.6pp |
| Employer contribution / active EE | $0 | $11,372-100.0% | $37,153-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $77,551-100.0% | $9,084-100.0% |