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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $37,325 |
Filed as: RAYMOND JAMES FINANCIAL. Service code 27 800 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $20,362 |
Filed as: AMERIPRISE FINANCIAL Service code 27 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $16,292 |
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 | $17,516 | $45,109-61.2% | $85,240-79.5% | $77,762-77.5% |
| Participation rate | 88.0% | 48.7%+39.3pp | 67.5%+20.5pp | 70.6%+17.4pp |
| Annual return | 11.92% | 79.55%-67.6pp | 66.75%-54.8pp | 31.27%-19.3pp |
| Employer contribution / active EE | $742 | $1,602-53.7% | $2,735-72.9% | $2,728-72.8% |
| Participant deferral / active EE | $1,782 | $2,814-36.7% | $4,527-60.6% | $4,651-61.7% |
| Admin fee / account holder | $161 | $915-82.4% | $6,165-97.4% | $433-62.8% |