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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $29,451 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-2937883 | Advisory (Plan) | $27,283 |
CLARK & ANDERSON PA5 years Service code 10 · EIN 52-1175265 | Accounting | $5,000 |
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 | $49,493 | $52,293-5.4% | $178,499-72.3% | $73,412-32.6% |
| Participation rate | 85.7% | 65.3%+20.4pp | 81.9%+3.8pp | 72.2%+13.5pp |
| Annual return | 14.69% | 34.75%-20.1pp | 151.10%-136.4pp | 59.30%-44.6pp |
| Employer contribution / active EE | $1,197 | $1,735-31.0% | $5,011-76.1% | $2,234-46.4% |
| Participant deferral / active EE | $3,728 | $2,332+59.9% | $5,202-28.3% | $3,806-2.0% |
| Admin fee / account holder | $188 | $127+47.8% | $13,986-98.7% | $158+19.2% |