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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $50,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,445 |
Service code 11 · EIN 04-2530412 | Actuarial | $30,163 |
Filed as: RAYMOND JAMES AND ASSOC Service code 27 · EIN 46-1237041 | Advisory (Plan) | $25,000 |
JACKSON LEWIS P.C.3 years Service code 13 · EIN 46-3862389 | Contract Administrator | $12,344 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $142,100-100.0% | $353,945-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 20.8%-20.8pp | 43.0%-43.0pp |
| Annual return | 11.58% | 9.86%+1.7pp | 10.57%+1.0pp | 259.14%-247.6pp |
| Employer contribution / active EE | $0 | $37,630-100.0% | $29,483-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $54-100.0% | $150-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $505-100.0% | $2,009-100.0% | $21,546-100.0% |