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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $31,553 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES AND ASSOCIATES INC. Service code 26 · EIN 59-1237041 | Advisory (Participants) | $23,633 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,761 | $44,980+39.5% | $85,063-26.2% | $77,692-19.2% |
| Participation rate | 35.4% | 48.6%-13.2pp | 67.5%-32.1pp | 70.6%-35.1pp |
| Annual return | 15.92% | 79.13%-63.2pp | 66.54%-50.6pp | 31.25%-15.3pp |
| Employer contribution / active EE | $1,390 | $1,607-13.5% | $2,727-49.0% | $2,726-49.0% |
| Participant deferral / active EE | $2,524 | $2,804-10.0% | $4,523-44.2% | $4,648-45.7% |
| Admin fee / account holder | $308 | $911-66.2% | $6,155-95.0% | $431-28.4% |