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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 28 P O BOX 23641 · ST. PETERSBURG, FL 33742 | Investment Management | $321,066 |
HILLTOP NATIONAL BANK10+ years Service code 15 300 COUNTRY CLUB RD · CASPER, WY 82609 | Recordkeeping | $108,121 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,453 | $96,486+7.2% | $153,643-32.7% | $77,736+33.1% |
| Participation rate | 98.0% | 81.6%+16.4pp | 77.1%+21.0pp | 70.6%+27.5pp |
| Annual return | 10.28% | 14.44%-4.2pp | 15.71%-5.4pp | 31.26%-21.0pp |
| Employer contribution / active EE | $9,782 | $5,224+87.3% | $5,039+94.1% | $2,728+258.6% |
| Participant deferral / active EE | $0 | $6,609-100.0% | $6,754-100.0% | $4,651-100.0% |
| Admin fee / account holder | $321 | $182+75.9% | $12,739-97.5% | $433-25.9% |