| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4 years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $178,919 |
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 | $10,260 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,905 | $45,000+157.6% | $143,801-19.4% | $77,906+48.8% |
| Participation rate | 98.5% | 66.8%+31.7pp | 80.3%+18.2pp | 73.7%+24.8pp |
| Annual return | -15.22% | 29.03%-44.2pp | -0.04%-15.2pp | 12.16%-27.4pp |
| Employer contribution / active EE | $12,119 | $1,870+548.2% | $4,952+144.7% | $2,846+325.8% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,639-100.0% | $4,805-100.0% |
| Admin fee / account holder | $85 | $98-14.1% | $14,680-99.4% | $133-36.3% |