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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $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 commissions and ... | $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 | $55,694-23.4% | $81,882-47.9% | $200,096-78.7% |
| Participation rate | 46.2% | 62.7%-16.5pp | 72.4%-26.2pp | 72.0%-25.8pp |
| Annual return | 29.07% | 19.59%+9.5pp | 779.47%-750.4pp | 34.26%-5.2pp |
| Employer contribution / active EE | $0 | $2,114-100.0% | $2,916-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $3,928 | $3,299+19.1% | $4,323-9.1% | $5,090-22.8% |
| Admin fee / account holder | $178 | $348-48.9% | $7,360-97.6% | $269-33.9% |