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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 26 · EIN 59-2937883 | Advisory (Participants) | $13,453 |
THE AIMPOINT GROUP5 years Service code 14 · EIN 46-1931817 | Plan Administrator | $8,710 |
Filed as: CPI QUALIFIED PLAN CONSULTANTS Service code 15 · EIN 48-1205033 | Recordkeeping | $0 |
Employer 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 | $30,448 | $81,487-62.6% | $102,412-70.3% | $80,935-62.4% |
| Participation rate | 90.8% | 66.8%+24.0pp | 74.5%+16.3pp | 67.7%+23.1pp |
| Annual return | 11.77% | 25.60%-13.8pp | 24.94%-13.2pp | 35.66%-23.9pp |
| Employer contribution / active EE | $220 | $3,103-92.9% | $3,870-94.3% | $2,757-92.0% |
| Participant deferral / active EE | $4,398 | $3,871+13.6% | $5,060-13.1% | $4,299+2.3% |
| Admin fee / account holder | $293 | $6,717-95.6% | $8,388-96.5% | $6,924-95.8% |