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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $150,711 |
RAYMOND JAMES FINANCIAL SERVICES10+ years Service code 27 · EIN 59-2937883 | Advisory (Plan) | $99,904 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,552 | $122,128-52.1% | $147,117-60.2% | $200,096-70.7% |
| Participation rate | 94.0% | 78.2%+15.8pp | 82.2%+11.8pp | 72.0%+22.0pp |
| Annual return | 27.76% | 30.58%-2.8pp | 420.54%-392.8pp | 34.26%-6.5pp |
| Employer contribution / active EE | $1,298 | $4,093-68.3% | $4,932-73.7% | $3,038-57.3% |
| Participant deferral / active EE | $8,908 | $8,484+5.0% | $8,065+10.5% | $5,090+75.0% |
| Admin fee / account holder | $137 | $180-23.7% | $12,993-98.9% | $269-49.2% |