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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $29,497 |
Filed as: RAYMOND JAMES Service code 16 · EIN 56-1281193 | Consulting | $15,747 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,460 | $36,904-33.7% | $158,223-84.5% | $65,191-62.5% |
| Participation rate | 40.7% | 62.1%-21.4pp | 79.2%-38.5pp | 63.0%-22.3pp |
| Annual return | 11.62% | 24.43%-12.8pp | 52.09%-40.5pp | 51.24%-39.6pp |
| Employer contribution / active EE | $743 | $1,489-50.1% | $4,109-81.9% | $2,400-69.0% |
| Participant deferral / active EE | $963 | $1,936-50.2% | $5,467-82.4% | $2,671-63.9% |
| Admin fee / account holder | $6 | $793-99.2% | $16,047-100.0% | $907-99.3% |