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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL. Service code 27 2306 W PINHOOK RD · LAFAYETTE, LA 70508 | Advisory (Plan) | $23,180 |
PAI3 years Service code 13 1201 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $22,814 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $9,523 |
PAI1 year Filed as: PAI TRUST Service code 19 3904 W. TECHNOLOGY CIRCLE · SIOUX FALLS, SD 57106 | Securities Custodian | $3,244 |
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 | $14,559 | $40,435-64.0% | $80,627-81.9% | $74,460-80.4% |
| Participation rate | 91.3% | 47.4%+43.9pp | 67.0%+24.3pp | 70.7%+20.6pp |
| Annual return | 15.80% | 165.19%-149.4pp | 936.76%-921.0pp | 34.38%-18.6pp |
| Employer contribution / active EE | $629 | $1,498-58.0% | $2,723-76.9% | $2,638-76.2% |
| Participant deferral / active EE | $1,628 | $2,673-39.1% | $4,443-63.4% | $4,530-64.1% |
| Admin fee / account holder | $134 | $721-81.4% | $5,381-97.5% | $348-61.4% |