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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $5,075 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,078 | $77,157-66.2% | $108,405-75.9% | $85,851-69.6% |
| Participation rate | 98.9% | 74.7%+24.3pp | 80.1%+18.8pp | 69.3%+29.6pp |
| Annual return | 15.89% | 44.55%-28.7pp | 905.55%-889.7pp | 318.63%-302.7pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $5,567-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $33 | $5,174-99.4% | $7,297-99.6% | $6,261-99.5% |