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| Provider | Service type | Compensation |
|---|---|---|
AMERIBEN2+ years Service code 13 · EIN 82-0497661 | Contract Administrator | $48,847 |
CONNER & WINTERS2+ years Service code 29 · EIN 73-1388566 | Legal | $42,718 |
Service code 27 · EIN 26-1370698 | Advisory (Plan) | $40,709 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $25,000 |
CUNEO, LAWSON, SHAY & STALEY2+ years Service code 10 · EIN 44-0642126 | Accounting | $21,749 |
THE SEGAL COMPANY2+ years Filed as: SEGAL GROUP Service code 11 · EIN 13-1975125 | Actuarial | $17,133 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK Service code 19 · EIN 13-4994650 | Securities Custodian | $10,957 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $5,177 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 5.81% | 3.49%+2.3pp | 4.16%+1.6pp | 7.18%-1.4pp |
| Employer contribution / active EE | $7,462 | $11,083-32.7% | $29,966-75.1% | $13,095-43.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |