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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 28 · EIN 59-1237041 | Investment Management | $47,419 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $32,060 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 28 · EIN 55-0672859 | Investment Management | $18,289 |
Service code 29 · EIN 55-0614690 | Legal | $16,326 |
PEOPLES INSURANCE AGENCY, LLC2+ years Service code 13 · EIN 31-1398962 | Contract Administrator | $9,417 |
GRAY, GRAY & GRAY2+ years Filed as: GRAY GRIFFITH AND MAYS AC Service code 10 · EIN 55-0621482 | Accounting | $8,400 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC & AFFILIATE Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,664 | $57,921+118.7% | $84,753+49.5% | $57,658+119.7% |
| Participation rate | 93.9% | 72.9%+21.0pp | 76.6%+17.3pp | 70.2%+23.7pp |
| Annual return | 4.96% | 10.24%-5.3pp | 22.78%-17.8pp | 5.13%-0.2pp |
| Employer contribution / active EE | $5,884 | $2,598+126.5% | $3,574+64.6% | $1,974+198.1% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $307 | $130+136.6% | $5,333-94.2% | $95+224.5% |