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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $22,326 |
Filed as: FIDELITY INVESTMENTS INSITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $16,642 |
Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,916 | $101,672-39.1% | $147,117-57.9% | $74,478-16.9% |
| Participation rate | 97.1% | 75.5%+21.6pp | 82.2%+14.9pp | 67.2%+29.9pp |
| Annual return | 17.98% | 8757.83%-8739.8pp | 420.54%-402.6pp | 1370.56%-1352.6pp |
| Employer contribution / active EE | $6,819 | $3,813+78.8% | $4,932+38.2% | $2,626+159.6% |
| Participant deferral / active EE | $15,038 | $7,305+105.9% | $8,065+86.5% | $4,350+245.7% |
| Admin fee / account holder | $176 | $1,753-90.0% | $12,993-98.6% | $1,946-91.0% |