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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 · EIN 59-1237041 | Other Commissions | $26,063 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,305 | $41,647-32.0% | $96,192-70.6% | $86,821-67.4% |
| Participation rate | 22.3% | 50.3%-28.0pp | 68.4%-46.2pp | 72.3%-50.0pp |
| Annual return | 13.78% | 27.24%-13.5pp | 192.09%-178.3pp | 97.94%-84.2pp |
| Employer contribution / active EE | $117 | $1,328-91.2% | $2,799-95.8% | $2,406-95.1% |
| Participant deferral / active EE | $858 | $2,412-64.4% | $4,351-80.3% | $4,132-79.2% |
| Admin fee / account holder | $9 | $169-94.8% | $5,539-99.8% | $170-94.8% |