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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FINANCIAL, INC. Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $36,690 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $17,488 |
ALERUS FINANCIAL, N.A.1 year Service code 15 · EIN 45-6062081 | Recordkeeping | $13,223 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,861 | $60,545-34.2% | $92,240-56.8% | $69,631-42.8% |
| Participation rate | 97.1% | 72.2%+25.0pp | 76.5%+20.7pp | 70.7%+26.5pp |
| Annual return | 16.20% | 19.71%-3.5pp | 176.29%-160.1pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $2,006 | $2,633-23.8% | $3,680-45.5% | $2,032-1.3% |
| Participant deferral / active EE | $2,535 | $2,828-10.3% | $3,897-34.9% | $3,224-21.4% |
| Admin fee / account holder | $156 | $145+7.9% | $5,194-97.0% | $110+41.5% |