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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 | $18,709 |
GUMBINER SAVETT INC.1 year Service code 10 · EIN 95-2875688 | Accounting | $15,000 |
Filed as: ELLS CPAS & BUSINESS ADV Service code 10 · EIN 97-2771605 | 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 | $70,231 | $73,102-3.9% | $123,553-43.2% | $56,289+24.8% |
| Participation rate | 73.1% | 74.3%-1.2pp | 82.3%-9.2pp | 69.9%+3.2pp |
| Annual return | -6.62% | 3.01%-9.6pp | 119.21%-125.8pp | -9.96%+3.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,096 | $5,423-42.9% | $6,426-51.8% | $3,350-7.6% |
| Admin fee / account holder | $340 | $554-38.5% | $9,284-96.3% | $521-34.6% |