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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $27,492 |
Filed as: FIDELITY INVESTMENTS INSITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $23,916 |
Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,043 | $88,360-6.0% | $145,433-42.9% | $67,986+22.1% |
| Participation rate | 92.8% | 65.5%+27.3pp | 82.1%+10.7pp | 57.2%+35.6pp |
| Annual return | 22.97% | 63.15%-40.2pp | 66.58%-43.6pp | 31.67%-8.7pp |
| Employer contribution / active EE | $6,800 | $3,054+122.7% | $4,554+49.3% | $2,019+236.9% |
| Participant deferral / active EE | $15,361 | $5,932+158.9% | $7,897+94.5% | $3,358+357.4% |
| Admin fee / account holder | $277 | $3,313-91.6% | $13,129-97.9% | $3,203-91.3% |