| 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 | $102,642-6.1% | $142,562-32.4% | $74,478+29.5% |
| Participation rate | 97.5% | 79.7%+17.8pp | 76.8%+20.8pp | 70.7%+26.8pp |
| Annual return | 13.27% | 20.46%-7.2pp | 20.13%-6.9pp | 34.37%-21.1pp |
| Employer contribution / active EE | $9,116 | $4,956+83.9% | $4,841+88.3% | $2,637+245.7% |
| Participant deferral / active EE | $0 | $6,304-100.0% | $6,280-100.0% | $4,530-100.0% |
| Admin fee / account holder | $281 | $187+50.5% | $10,012-97.2% | $347-19.0% |