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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $83,462 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,410 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,153 | $71,142+9.9% | $119,634-34.7% | $64,824+20.6% |
| Participation rate | 88.7% | 78.6%+10.1pp | 79.3%+9.4pp | 71.5%+17.2pp |
| Annual return | -16.76% | -10.01%-6.8pp | -14.98%-1.8pp | 32.84%-49.6pp |
| Employer contribution / active EE | $0 | $2,497-100.0% | $4,232-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $6,554 | $4,490+46.0% | $5,601+17.0% | $4,311+52.0% |
| Admin fee / account holder | $362 | $162+123.6% | $10,329-96.5% | $188+93.0% |