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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 28 · EIN 59-1531281 | Investment Management | $5,412 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,809 | $79,169-61.1% | $100,415-69.3% | $74,478-58.6% |
| Participation rate | 97.2% | 79.4%+17.8pp | 81.5%+15.7pp | 67.2%+30.0pp |
| Annual return | -34.05% | 20.51%-54.6pp | 49.47%-83.5pp | 1370.56%-1404.6pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $8,091-100.0% | $4,350-100.0% |
| Admin fee / account holder | $53 | $1,337-96.1% | $7,906-99.3% | $1,946-97.3% |