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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $9,247 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 33 · EIN 74-2466885 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,026 | $63,905-23.3% | $74,184-33.9% | $57,658-15.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 7.23% | 60.60%-53.4pp | 17.74%-10.5pp | 5.13%+2.1pp |
| Employer contribution / active EE | $1,715 | $1,840-6.8% | $2,370-27.6% | $1,974-13.1% |
| Participant deferral / active EE | $5,017 | $3,448+45.5% | $3,550+41.3% | $3,061+63.9% |
| Admin fee / account holder | $22 | $91-75.8% | $5,586-99.6% | $95-76.6% |