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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 P.O. BOX 1603 · JACKSONVILLE, IL 626511603 | Contract Administrator | $17,462 |
J W COLE FINANCIAL INC1 year Filed as: J.W. COLE FINANCIAL, INC. Service code 27 4301 ANCHOR PLAZA · TAMPA, FL 33634 | Advisory (Plan) | $6,699 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,526-100.0% | $473,625-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 37.3%-37.3pp | 12.4%-12.4pp |
| Annual return | 1.10% | 14.18%-13.1pp | 20.18%-19.1pp | 9.89%-8.8pp |
| Employer contribution / active EE | $27,027 | $10,771+150.9% | $29,108-7.1% | $14,313+88.8% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $705-100.0% | $2,262-100.0% | $9,084-100.0% |