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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES5+ years Service code 50 7316 WISCONSIN AVE., STE 400 · BETHSADA, MD 20814 | Direct Payment | $40,000 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $35,004 |
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 | $115,168 | $89,652+28.5% | $141,191-18.4% | $65,185+76.7% |
| Participation rate | 98.6% | 74.7%+23.9pp | 82.5%+16.1pp | 70.2%+28.4pp |
| Annual return | 23.89% | 32.79%-8.9pp | 71.41%-47.5pp | 29.38%-5.5pp |
| Employer contribution / active EE | $8,020 | $3,065+161.7% | $4,736+69.3% | $2,177+268.4% |
| Participant deferral / active EE | $8,609 | $5,691+51.3% | $6,710+28.3% | $3,514+145.0% |
| Admin fee / account holder | $175 | $569-69.3% | $10,264-98.3% | $847-79.4% |