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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $29,293 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $19,389 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN & MAGUIRE CPAS PLLC Service code 10 · EIN 26-1534694 | Accounting | $7,795 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $3,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,540 | $61,473-14.5% | $81,926-35.9% | $73,412-28.4% |
| Participation rate | 39.1% | 72.4%-33.3pp | 72.0%-32.9pp | 72.2%-33.0pp |
| Annual return | 19.90% | 28.26%-8.4pp | 29.49%-9.6pp | 59.30%-39.4pp |
| Employer contribution / active EE | $1,110 | $1,898-41.5% | $4,310-74.2% | $2,234-50.3% |
| Participant deferral / active EE | $1,684 | $3,080-45.3% | $7,108-76.3% | $3,806-55.8% |
| Admin fee / account holder | $240 | $125+91.4% | $5,159-95.3% | $158+52.1% |