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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 53 · EIN 59-1199408 | Insurance Commissions | $12,465 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,486 |
ALGER1 year Service code 52 · EIN 13-3733280 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
RIDGEWORTH1 year Service code 52 · EIN 23-2678674 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 52-0794097 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $102,532 | $64,909+58.0% | $82,313+24.6% | $62,293+64.6% |
| Participation rate | 91.1% | 74.9%+16.2pp | 76.9%+14.2pp | 69.5%+21.6pp |
| Annual return | 12.41% | 21.18%-8.8pp | 25.88%-13.5pp | 28.90%-16.5pp |
| Employer contribution / active EE | $2,605 | $1,676+55.4% | $2,428+7.3% | $2,042+27.6% |
| Participant deferral / active EE | $5,542 | $3,103+78.6% | $3,706+49.5% | $3,169+74.9% |
| Admin fee / account holder | $35 | $440-92.0% | $5,608-99.4% | $479-92.7% |