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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 | $266,746 |
HILLTOP NATIONAL BANK9+ years Service code 15 300 COUNTRY CLUB RD · CASPER, WY 82609 | Recordkeeping | $102,898 |
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 | $96,421 | $102,197-5.7% | $142,516-32.3% | $74,473+29.5% |
| Participation rate | 97.5% | 79.8%+17.7pp | 76.8%+20.8pp | 70.7%+26.8pp |
| Annual return | 13.27% | 19.73%-6.5pp | 20.03%-6.8pp | 34.36%-21.1pp |
| Employer contribution / active EE | $9,116 | $5,052+80.4% | $4,849+88.0% | $2,638+245.5% |
| Participant deferral / active EE | $0 | $6,304-100.0% | $6,280-100.0% | $4,530-100.0% |
| Admin fee / account holder | $281 | $186+51.3% | $10,008-97.2% | $347-19.0% |