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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $42,683 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 50 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Direct Payment | $29,833 |
PBMARES, LLP5 years Filed as: PBMARES,LLP Service code 13 · EIN 54-0737372 701 TOWN CENTER DRIVE, SUITE 900 · NEWPORT NEWS, VA 23606 | Contract Administrator | $17,296 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,961 | $55,402-17.0% | $76,089-39.6% | $77,714-40.9% |
| Participation rate | 77.5% | 63.6%+14.0pp | 69.1%+8.4pp | 70.6%+7.0pp |
| Annual return | 13.73% | 17.09%-3.4pp | 360.94%-347.2pp | 31.26%-17.5pp |
| Employer contribution / active EE | $2,699 | $1,789+50.8% | $2,690+0.3% | $2,727-1.0% |
| Participant deferral / active EE | $4,377 | $3,450+26.9% | $4,259+2.8% | $4,649-5.9% |
| Admin fee / account holder | $177 | $410-56.7% | $6,418-97.2% | $433-59.0% |