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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $16,190 |
Filed as: RAYMOND JAMES & ASSOC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $12,081 |
Service code 13 4919 VAN DYKE RD · LUTZ, FL 33558 | Contract Administrator | $1,650 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,610 | $52,279-12.8% | $89,435-49.0% | $79,856-42.9% |
| Participation rate | 96.7% | 57.5%+39.2pp | 68.0%+28.8pp | 69.6%+27.1pp |
| Annual return | 14.78% | 22.16%-7.4pp | 245.55%-230.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,902 | $1,572+21.1% | $2,587-26.5% | $2,471-23.0% |
| Participant deferral / active EE | $3,482 | $2,740+27.1% | $3,890-10.5% | $3,741-6.9% |
| Admin fee / account holder | $241 | $3,356-92.8% | $4,884-95.1% | $5,306-95.5% |