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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,019 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $16,064 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,269 | $61,172-29.3% | $185,851-76.7% | $79,389-45.5% |
| Participation rate | 46.5% | 66.6%-20.1pp | 81.7%-35.2pp | 70.7%-24.2pp |
| Annual return | 13.68% | 19.45%-5.8pp | 122.11%-108.4pp | 116.89%-103.2pp |
| Employer contribution / active EE | $638 | $2,321-72.5% | $5,168-87.7% | $2,428-73.7% |
| Participant deferral / active EE | $1,197 | $2,788-57.1% | $5,569-78.5% | $4,046-70.4% |
| Admin fee / account holder | $377 | $710-46.9% | $16,245-97.7% | $626-39.9% |