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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES, IN Service code 13 ATTN AMS 0326-055 · ST PETERSBURG, FL 33742 | Contract Administrator | $13,349 |
PAYCHEX, INC.6+ years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $10,918 |
401K GENERATION3 years Service code 13 · EIN 26-4477125 195 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Contract Administrator | $9,198 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,418 | $99,957-93.6% | $149,696-95.7% | $73,488-91.3% |
| Participation rate | 89.4% | 75.7%+13.7pp | 82.5%+6.9pp | 70.7%+18.7pp |
| Annual return | 17.27% | 53.87%-36.6pp | 276.60%-259.3pp | 28.51%-11.2pp |
| Employer contribution / active EE | $364 | $3,191-88.6% | $4,644-92.2% | $2,270-84.0% |
| Participant deferral / active EE | $1,753 | $6,073-71.1% | $6,842-74.4% | $3,740-53.1% |
| Admin fee / account holder | $70 | $551-87.4% | $9,309-99.3% | $513-86.4% |