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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Account m... | $56,322 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Service code 16 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Consulting | $17,856 |
ALTMAN, ROGERS & CO1 year Service code 10 · EIN 92-0143182 | Accounting | $11,000 |
NATIONAL FINANCIAL SERVICES2+ 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 | $32,124 | $52,960-39.3% | $86,640-62.9% | $80,157-59.9% |
| Participation rate | 43.3% | 62.4%-19.1pp | 71.7%-28.4pp | 72.9%-29.6pp |
| Annual return | 24.24% | 24.84%-0.6pp | 592.52%-568.3pp | 40.39%-16.2pp |
| Employer contribution / active EE | $0 | $2,138-100.0% | $3,024-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $3,538 | $3,226+9.7% | $4,438-20.3% | $5,015-29.5% |
| Admin fee / account holder | $128 | $113+13.5% | $5,616-97.7% | $145-11.4% |