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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,051 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $8,482 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,689 | $60,788-10.0% | $85,705-36.2% | $79,389-31.1% |
| Participation rate | 96.7% | 62.1%+34.6pp | 69.9%+26.9pp | 70.7%+26.0pp |
| Annual return | 15.65% | 16.57%-0.9pp | 21.49%-5.8pp | 116.89%-101.2pp |
| Employer contribution / active EE | $4,647 | $1,664+179.2% | $2,619+77.5% | $2,428+91.4% |
| Participant deferral / active EE | $7,353 | $2,920+151.8% | $3,924+87.4% | $4,046+81.7% |
| Admin fee / account holder | $321 | $439-26.8% | $6,877-95.3% | $626-48.7% |