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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $506,510 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FIN SVCS ADV, INC. Service code 27 · EIN 59-2937883 | Advisory (Plan) | $44,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: RUBIN BROWN LLP Service code 16 · EIN 43-0765316 | Consulting | $15,083 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS PC Service code 16 · EIN 46-3862389 | Consulting | $9,388 |
JACKSON LEWIS P.C.2+ years Service code 50 · EIN 46-3862389 | Direct Payment | $6,235 |
AMERICAN FUNDS2+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2+ years Service code 52 · EIN 22-2937779 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2+ years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX2+ years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2+ years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,746 | $83,826-26.3% | $125,195-50.7% | $82,204-24.9% |
| Participation rate | 46.0% | 83.1%-37.1pp | 79.8%-33.8pp | 73.4%-27.4pp |
| Annual return | 23.00% | 22.78%+0.2pp | 43.79%-20.8pp | 26.31%-3.3pp |
| Employer contribution / active EE | $878 | $2,267-61.3% | $3,866-77.3% | $2,707-67.6% |
| Participant deferral / active EE | $1,678 | $4,293-60.9% | $4,937-66.0% | $4,246-60.5% |
| Admin fee / account holder | $197 | $74+165.7% | $9,704-98.0% | $76+161.2% |