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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $15,253 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,521 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,869 | $42,396+36.5% | $67,313-14.0% | $56,289+2.8% |
| Participation rate | 42.7% | 61.0%-18.2pp | 69.1%-26.3pp | 69.9%-27.1pp |
| Annual return | -5.83% | -36.63%+30.8pp | -4.08%-1.7pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,136 | $1,414-19.6% | $2,566-55.7% | $2,111-46.2% |
| Participant deferral / active EE | $1,381 | $2,360-41.5% | $3,568-61.3% | $3,350-58.8% |
| Admin fee / account holder | $523 | $510+2.7% | $4,507-88.4% | $521+0.4% |