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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Service code 50 7316 WISCONSIN AVE., SUITE 400 · BETHEDA, MD 20814 | Direct Payment | $40,000 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $38,946 |
VERISIGHT, INC.1+ years Service code 50 · EIN 27-2037969 P.O. BOX 7477 · SAN FRANCISCO, CA 94120 | Direct Payment | $11,363 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,682 | $70,002+35.3% | $115,038-17.7% | $52,331+80.9% |
| Participation rate | 85.1% | 72.1%+13.0pp | 81.4%+3.8pp | 68.1%+17.0pp |
| Annual return | -0.57% | 4.04%-4.6pp | 26.14%-26.7pp | 4.54%-5.1pp |
| Employer contribution / active EE | $7,608 | $2,715+180.2% | $4,608+65.1% | $1,882+304.3% |
| Participant deferral / active EE | $7,573 | $4,920+53.9% | $6,026+25.7% | $3,022+150.6% |
| Admin fee / account holder | $45 | $566-92.0% | $8,175-99.4% | $592-92.4% |