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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,456 |
DEFINITI LLC5 years Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PLACE STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $4,705 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-2937883 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,818 | $50,919-55.2% | $155,556-85.3% | $77,762-70.7% |
| Participation rate | 16.3% | 63.1%-46.8pp | 78.2%-61.9pp | 70.6%-54.3pp |
| Annual return | 21.72% | 34.84%-13.1pp | 64.84%-43.1pp | 31.27%-9.6pp |
| Employer contribution / active EE | $223 | $1,991-88.8% | $4,675-95.2% | $2,728-91.8% |
| Participant deferral / active EE | $1,249 | $2,824-55.8% | $5,631-77.8% | $4,651-73.1% |
| Admin fee / account holder | $223 | $437-49.0% | $15,885-98.6% | $433-48.6% |