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| Provider | Service type | Compensation |
|---|---|---|
DAILY ACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $42,064 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL, INC. Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $41,921 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,260 | $50,498-42.1% | $75,784-61.4% | $55,191-47.0% |
| Participation rate | 98.2% | 69.4%+28.7pp | 75.8%+22.3pp | 69.2%+29.0pp |
| Annual return | -0.93% | 1.80%-2.7pp | 9.68%-10.6pp | 10.78%-11.7pp |
| Employer contribution / active EE | $1,438 | $2,291-37.2% | $3,323-56.7% | $1,899-24.3% |
| Participant deferral / active EE | $2,220 | $2,589-14.3% | $3,652-39.2% | $3,046-27.1% |
| Admin fee / account holder | $132 | $123+7.7% | $5,300-97.5% | $91+45.9% |