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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 | $55,458-17.1% | $76,030-39.5% | $77,762-40.9% |
| Participation rate | 77.5% | 63.6%+13.9pp | 69.1%+8.5pp | 70.6%+6.9pp |
| Annual return | 13.73% | 17.10%-3.4pp | 361.54%-347.8pp | 31.27%-17.5pp |
| Employer contribution / active EE | $2,699 | $1,792+50.6% | $2,688+0.4% | $2,728-1.1% |
| Participant deferral / active EE | $4,377 | $3,454+26.7% | $4,257+2.8% | $4,651-5.9% |
| Admin fee / account holder | $177 | $411-56.8% | $6,421-97.2% | $433-59.0% |