Filed November 3, 2020 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $25,375 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$13,282 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,492 | $52,406+105.1% | $129,207-16.8% | $74,495+44.3% |
| Participation rate | 49.8% | 53.8%-4.0pp | 69.6%-19.8pp | 67.2%-17.4pp |
| Annual return | 13.38% | 15.66%-2.3pp | 9417.33%-9403.9pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,750 | $1,531+14.4% | $4,153-57.9% | $2,623-33.3% |
| Participant deferral / active EE | $3,364 | $2,794+20.4% | $4,168-19.3% | $4,346-22.6% |
| Admin fee / account holder | $328 | $2,633-87.6% | $7,715-95.8% | $1,942-83.1% |