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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $80,941 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $13,709 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,965 | $95,406+147.3% | $185,849+27.0% | $85,847+174.9% |
| Participation rate | 81.7% | 68.8%+12.9pp | 81.7%0pp | 69.3%+12.4pp |
| Annual return | 17.82% | 23.59%-5.8pp | 122.10%-104.3pp | 318.61%-300.8pp |
| Employer contribution / active EE | $3,194 | $3,314-3.6% | $5,169-38.2% | $2,565+24.5% |
| Participant deferral / active EE | $1,100 | $3,424-67.9% | $5,569-80.2% | $3,952-72.2% |
| Admin fee / account holder | $901 | $7,214-87.5% | $16,244-94.5% | $6,261-85.6% |