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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THOMAS BEAN/RAYMOND JAMES FINANCIAL Service code 17 · EIN 59-1531281 880 CARILLON PKWY · ST.PETERSBURG, FL 33716 | Pension Consulting | $28,382 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,332 | $46,464+10.5% | $150,298-65.8% | $79,634-35.5% |
| Participation rate | 69.9% | 57.0%+12.9pp | 77.8%-7.9pp | 62.5%+7.4pp |
| Annual return | 15.88% | 27.89%-12.0pp | 62.79%-46.9pp | 36.46%-20.6pp |
| Employer contribution / active EE | $1,159 | $1,512-23.3% | $4,154-72.1% | $2,529-54.2% |
| Participant deferral / active EE | $1,731 | $2,157-19.7% | $5,453-68.3% | $3,835-54.9% |
| Admin fee / account holder | $8 | $891-99.1% | $14,116-99.9% | $1,002-99.2% |