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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 59-2937883 | Advisory (Participants) | $31,671 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $27,812 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,973 | $99,016-18.2% | $93,786-13.7% | $66,949+20.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 81.0%+19.0pp | 69.8%+30.2pp |
| Annual return | -18.12% | -14.59%-3.5pp | -11.32%-6.8pp | 1.57%-19.7pp |
| Employer contribution / active EE | $3,662 | $4,769-23.2% | $4,328-15.4% | $2,545+43.9% |
| Participant deferral / active EE | $9,329 | $6,689+39.5% | $6,100+52.9% | $4,239+120.1% |
| Admin fee / account holder | $458 | $477-4.0% | $7,184-93.6% | $594-22.8% |