Filed August 19, 2022 (most recent of 2 filings on file)
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,914 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,401 |
PENSION ASSURANCE LLP3 years Service code 10 · EIN 30-0840934 | Accounting | $18,000 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES A Service code 70 · EIN 59-2937883 | Consulting Fees | $10,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,605 | $63,259-37.4% | $178,510-77.8% | $93,223-57.5% |
| Participation rate | 91.7% | 72.1%+19.5pp | 81.9%+9.8pp | 74.9%+16.8pp |
| Annual return | 16.86% | 19.93%-3.1pp | 151.13%-134.3pp | 19.29%-2.4pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $5,011-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $4,519 | $3,372+34.0% | $5,202-13.1% | $4,563-1.0% |
| Admin fee / account holder | $23 | $58-60.4% | $13,988-99.8% | $79-71.0% |