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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 26 · EIN 59-1237041 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Participants) | $21,210 |
ASCENSUS LLC2 years Filed as: ACCESS RETIREMENT SERVICES LLC Service code 13 · EIN 62-1700633 190D SAUNDERSVILLE RD · HENDERSONVILLE, TN 37075 | Contract Administrator | $5,375 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP INC Service code 63 · EIN 23-1945930 | 12b-1 Fees | $4,905 |
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 | $54,410 | $88,186-38.3% | $165,071-67.0% | $74,459-26.9% |
| Participation rate | 80.0% | 73.1%+6.9pp | 78.6%+1.4pp | 67.2%+12.8pp |
| Annual return | 13.19% | 17.13%-3.9pp | 70.17%-57.0pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $1,049 | $2,600-59.7% | $4,347-75.9% | $2,626-60.1% |
| Participant deferral / active EE | $4,968 | $4,505+10.3% | $6,035-17.7% | $4,350+14.2% |
| Admin fee / account holder | $148 | $2,234-93.4% | $12,695-98.8% | $1,945-92.4% |