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 | $464,257 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,587 |
PENSION ASSURANCE LLP6 years Service code 10 · EIN 30-0840934 | Accounting | $18,000 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES A Service code 27 · EIN 59-2937883 | Advisory (Plan) | $8,063 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,485 | $59,312-30.1% | $149,740-72.3% | $103,657-60.0% |
| Participation rate | 93.7% | 70.3%+23.4pp | 78.8%+14.9pp | 73.4%+20.3pp |
| Annual return | 20.65% | 78.03%-57.4pp | 134.51%-113.9pp | 33.13%-12.5pp |
| Employer contribution / active EE | $0 | $2,187-100.0% | $4,821-100.0% | $3,216-100.0% |
| Participant deferral / active EE | $5,609 | $3,719+50.8% | $5,683-1.3% | $5,218+7.5% |
| Admin fee / account holder | $67 | $103-34.5% | $13,222-99.5% | $114-41.0% |