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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INST OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | $90,550 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Service code 27 · EIN 59-2937883 | Advisory (Plan) | $75,457 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,767 | $82,163-51.6% | $125,363-68.3% | $64,814-38.6% |
| Participation rate | 97.4% | 77.9%+19.5pp | 82.4%+15.0pp | 71.5%+25.9pp |
| Annual return | -12.76% | 3.49%-16.3pp | 572.15%-584.9pp | 32.84%-45.6pp |
| Employer contribution / active EE | $1,001 | $3,616-72.3% | $4,815-79.2% | $2,507-60.0% |
| Participant deferral / active EE | $7,935 | $7,175+10.6% | $7,447+6.6% | $4,310+84.1% |
| Admin fee / account holder | $126 | $163-23.1% | $10,005-98.7% | $188-33.1% |