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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $14,188 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 33 · EIN 74-2466885 | Securities brokerage commissions and ... | $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 | $52,362 | $65,118-19.6% | $76,767-31.8% | $55,725-6.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -4.88% | -1.27%-3.6pp | 2.43%-7.3pp | 244.93%-249.8pp |
| Employer contribution / active EE | $1,763 | $1,941-9.2% | $2,485-29.1% | $2,078-15.2% |
| Participant deferral / active EE | $4,965 | $3,688+34.6% | $3,852+28.9% | $3,356+48.0% |
| Admin fee / account holder | $29 | $116-74.6% | $6,675-99.6% | $115-74.4% |