| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5 years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $186,456 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $11,950 |
Filed as: RAYMOND JAMES FINC SRVCS ADVS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $5,175 |
Filed as: VALIC Service code 28 · EIN 74-1625348 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,640 | $50,169+156.4% | $149,740-14.1% | $80,187+60.4% |
| Participation rate | 98.1% | 64.3%+33.8pp | 78.8%+19.3pp | 72.9%+25.2pp |
| Annual return | 16.93% | 29.82%-12.9pp | 134.51%-117.6pp | 40.40%-23.5pp |
| Employer contribution / active EE | $12,362 | $1,869+561.3% | $4,821+156.4% | $2,980+314.9% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,683-100.0% | $5,016-100.0% |
| Admin fee / account holder | $82 | $153-46.4% | $13,222-99.4% | $145-43.5% |