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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 13 · EIN 59-1199408 ATTN AMS 0326-055 · ST PETERSBURG, FL 33742 | Contract Administrator | $15,158 |
PAYCHEX, INC.8+ years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $10,407 |
401K GENERATION5 years Service code 13 · EIN 26-4477125 195 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Contract Administrator | $10,276 |
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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,283 | $82,163-91.1% | $125,363-94.2% | $64,814-88.8% |
| Participation rate | 91.7% | 77.9%+13.8pp | 82.4%+9.3pp | 71.5%+20.2pp |
| Annual return | -18.86% | 3.49%-22.3pp | 572.15%-591.0pp | 32.84%-51.7pp |
| Employer contribution / active EE | $752 | $3,616-79.2% | $4,815-84.4% | $2,507-70.0% |
| Participant deferral / active EE | $1,471 | $7,175-79.5% | $7,447-80.2% | $4,310-65.9% |
| Admin fee / account holder | $89 | $163-45.3% | $10,005-99.1% | $188-52.4% |