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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $95,267 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Service code 16 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Consulting | $27,163 |
ALTMAN, ROGERS & CO2 years Service code 10 · EIN 92-0143182 | Accounting | $11,500 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,675 | $55,527-23.1% | $81,783-47.8% | $199,768-78.6% |
| Participation rate | 46.2% | 62.7%-16.6pp | 72.4%-26.2pp | 72.0%-25.8pp |
| Annual return | 29.07% | 19.58%+9.5pp | 775.05%-746.0pp | 34.26%-5.2pp |
| Employer contribution / active EE | $0 | $2,111-100.0% | $2,913-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $3,928 | $3,296+19.2% | $4,320-9.1% | $5,090-22.8% |
| Admin fee / account holder | $178 | $347-48.8% | $7,380-97.6% | $269-33.8% |