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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $42,991 |
RANDALL & HURLEY, INC.10+ years Service code 13 · EIN 91-1661080 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $11,729 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $969 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,364 | $55,470+91.8% | $155,556-31.6% | $74,478+42.8% |
| Participation rate | 40.7% | 61.9%-21.2pp | 78.2%-37.5pp | 67.2%-26.5pp |
| Annual return | 18.94% | 269.80%-250.9pp | 64.84%-45.9pp | 1370.56%-1351.6pp |
| Employer contribution / active EE | $761 | $2,267-66.4% | $4,675-83.7% | $2,626-71.0% |
| Participant deferral / active EE | $2,524 | $2,838-11.1% | $5,631-55.2% | $4,350-42.0% |
| Admin fee / account holder | $25 | $1,744-98.6% | $15,885-99.8% | $1,946-98.7% |