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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 | $55,441-17.1% | $76,002-39.5% | $77,671-40.8% |
| Participation rate | 77.5% | 63.6%+13.9pp | 69.1%+8.5pp | 70.6%+7.0pp |
| Annual return | 13.73% | 17.08%-3.4pp | 360.07%-346.3pp | 31.21%-17.5pp |
| Employer contribution / active EE | $2,699 | $1,789+50.8% | $2,688+0.4% | $2,726-1.0% |
| Participant deferral / active EE | $4,377 | $3,451+26.8% | $4,257+2.8% | $4,648-5.8% |
| Admin fee / account holder | $177 | $407-56.4% | $6,414-97.2% | $430-58.8% |