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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 | $88,137-38.3% | $164,975-67.0% | $74,429-26.9% |
| Participation rate | 80.0% | 73.1%+6.9pp | 78.6%+1.4pp | 67.2%+12.8pp |
| Annual return | 13.19% | 17.13%-3.9pp | 70.12%-56.9pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $1,049 | $2,597-59.6% | $4,343-75.8% | $2,625-60.0% |
| Participant deferral / active EE | $4,968 | $4,501+10.4% | $6,033-17.7% | $4,348+14.2% |
| Admin fee / account holder | $148 | $2,231-93.4% | $12,688-98.8% | $1,944-92.4% |