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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $12,211 |
Filed as: FIDELITY INVESTMENTS INSITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $10,591 |
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 | $45,486 | $91,439-50.3% | $135,974-66.5% | $71,511-36.4% |
| Participation rate | 95.0% | 75.7%+19.4pp | 81.9%+13.1pp | 67.9%+27.1pp |
| Annual return | 42.33% | 29.90%+12.4pp | 68.30%-26.0pp | 28.86%+13.5pp |
| Employer contribution / active EE | $7,185 | $3,705+94.0% | $4,859+47.9% | $2,589+177.5% |
| Participant deferral / active EE | $15,414 | $7,093+117.3% | $7,760+98.6% | $4,291+259.2% |
| Admin fee / account holder | $102 | $1,267-92.0% | $10,767-99.1% | $1,588-93.6% |