| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Service code 60 · EIN 04-2647786 | Sub-TA Fees | $115,796 |
Filed as: RAYMOND JAMES FINC SRVCS ADVS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $20,700 |
Filed as: VALIC Service code 28 · EIN 74-1625348 | Investment Management | $11,569 |
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 | $122,592 | $47,456+158.3% | $172,757-29.0% | $77,775+57.6% |
| Participation rate | 97.2% | 66.3%+30.9pp | 82.6%+14.5pp | 73.2%+24.0pp |
| Annual return | 19.08% | 35.57%-16.5pp | 803.06%-784.0pp | 32.58%-13.5pp |
| Employer contribution / active EE | $10,574 | $1,574+571.8% | $5,144+105.6% | $2,504+322.3% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | $71 | $81-12.8% | $13,956-99.5% | $100-29.5% |