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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-2182342 | Advisory (Plan) | $35,225 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $35,225 |
Service code 38 · EIN 04-1590850 | Participant Communication | $17,711 |
WRIGHT FORD YOUNG & CO1 year Service code 10 · EIN 95-3288054 | Accounting | $6,000 |
AMERICAN FUNDS1 year Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COHEN & STEERS1 year Service code 52 · EIN 01-3335336 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
NUVEEN1 year Service code 52 · EIN 39-1970095 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,082 | $71,666+7.6% | $117,861-34.6% | $69,631+10.7% |
| Participation rate | 95.7% | 77.5%+18.2pp | 79.7%+16.1pp | 70.7%+25.0pp |
| Annual return | 22.26% | 18.86%+3.4pp | 335.11%-312.8pp | 27571.02%-27548.8pp |
| Employer contribution / active EE | $1,388 | $1,889-26.5% | $3,786-63.3% | $2,032-31.7% |
| Participant deferral / active EE | $4,673 | $3,340+39.9% | $4,482+4.3% | $3,224+45.0% |
| Admin fee / account holder | $260 | $120+115.7% | $8,021-96.8% | $110+135.0% |