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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,328 |
Filed as: RAYMOND JAMES ADVISORS Service code 27 · EIN 59-1237041 | Advisory (Plan) | $3,877 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,545 | $71,878-50.5% | $86,698-59.0% | $68,486-48.1% |
| Participation rate | 45.8% | 72.2%-26.5pp | 76.6%-30.8pp | 67.9%-22.1pp |
| Annual return | -16.78% | 3.53%-20.3pp | 35.95%-52.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $879 | $2,173-59.5% | $2,837-69.0% | $2,597-66.1% |
| Participant deferral / active EE | $1,468 | $3,779-61.2% | $4,656-68.5% | $4,028-63.6% |
| Admin fee / account holder | $224 | $6,113-96.3% | $7,493-97.0% | $5,404-95.9% |