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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,168 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $10,358 |
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 | $54,752 | $48,235+13.5% | $68,803-20.4% | $68,490-20.1% |
| Participation rate | 93.0% | 60.7%+32.3pp | 69.0%+24.0pp | 67.9%+25.1pp |
| Annual return | -16.73% | -12.70%-4.0pp | -6.37%-10.4pp | -7.85%-8.9pp |
| Employer contribution / active EE | $6,180 | $1,829+238.0% | $2,656+132.7% | $2,597+138.0% |
| Participant deferral / active EE | $10,990 | $2,867+283.4% | $3,942+178.8% | $4,028+172.9% |
| Admin fee / account holder | $416 | $4,361-90.5% | $4,936-91.6% | $5,403-92.3% |