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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $488,719 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FIN SVCS ADV, INC. Service code 27 · EIN 59-2937883 | Advisory (Plan) | $44,000 |
AMERICAN FUNDS3+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3+ years Service code 52 · EIN 22-2937779 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3+ years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX3+ years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
GOLDMAN SACHS3+ years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
INVESCO3+ years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
JANUS HENDERSON3+ years Service code 52 · EIN 84-0592523 | 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.
Employer 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 | $76,342 | $84,517-9.7% | $133,982-43.0% | $93,223-18.1% |
| Participation rate | 42.2% | 81.9%-39.7pp | 79.8%-37.7pp | 74.9%-32.8pp |
| Annual return | 16.75% | 16.66%+0.1pp | 45.10%-28.3pp | 19.29%-2.5pp |
| Employer contribution / active EE | $903 | $2,296-60.7% | $3,919-77.0% | $2,680-66.3% |
| Participant deferral / active EE | $1,768 | $4,286-58.7% | $5,047-65.0% | $4,563-61.2% |
| Admin fee / account holder | $190 | $66+187.4% | $8,930-97.9% | $79+140.0% |