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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $33,970 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Service code 16 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Consulting | $8,726 |
NATIONAL FINANCIAL SERVICES1+ 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 | $23,487 | $43,236-45.7% | $82,763-71.6% | $77,906-69.9% |
| Participation rate | 35.1% | 64.2%-29.1pp | 72.6%-37.4pp | 73.7%-38.6pp |
| Annual return | 0.00% | 2.40%-2.4pp | 702.45%-702.4pp | 12.16%-12.2pp |
| Employer contribution / active EE | $0 | $1,924-100.0% | $3,008-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $2,927 | $3,069-4.6% | $4,395-33.4% | $4,805-39.1% |
| Admin fee / account holder | $72 | $102-29.3% | $5,325-98.6% | $133-45.4% |