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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 | $36,904+39.1% | $158,223-67.6% | $65,191-21.3% |
| Participation rate | 69.9% | 62.1%+7.8pp | 79.2%-9.3pp | 63.0%+6.9pp |
| Annual return | 15.88% | 24.43%-8.6pp | 52.09%-36.2pp | 51.24%-35.4pp |
| Employer contribution / active EE | $1,159 | $1,489-22.2% | $4,109-71.8% | $2,400-51.7% |
| Participant deferral / active EE | $1,731 | $1,936-10.6% | $5,467-68.3% | $2,671-35.2% |
| Admin fee / account holder | $8 | $793-98.9% | $16,047-99.9% | $907-99.1% |