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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $20,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,270 |
Service code 10 · EIN 95-2771605 | Accounting | $13,475 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,827 | $85,766-16.3% | $136,298-47.3% | $70,126+2.4% |
| Participation rate | 76.1% | 74.2%+1.9pp | 81.9%-5.8pp | 69.5%+6.5pp |
| Annual return | 20.63% | 31.46%-10.8pp | 5156.27%-5135.6pp | 73.15%-52.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,734 | $5,051-26.1% | $6,247-40.2% | $3,332+12.1% |
| Admin fee / account holder | $307 | $5,421-94.3% | $9,244-96.7% | $4,645-93.4% |