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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,571 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $12,412 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,001 | $58,895-37.2% | $178,503-79.3% | $73,497-49.7% |
| Participation rate | 39.9% | 66.2%-26.3pp | 81.9%-42.0pp | 70.7%-30.8pp |
| Annual return | 15.94% | 24.86%-8.9pp | 151.12%-135.2pp | 28.51%-12.6pp |
| Employer contribution / active EE | $403 | $2,236-82.0% | $5,011-92.0% | $2,270-82.3% |
| Participant deferral / active EE | $637 | $2,567-75.2% | $5,202-87.8% | $3,740-83.0% |
| Admin fee / account holder | $212 | $400-47.1% | $13,987-98.5% | $513-58.7% |