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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,525 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $20,000 |
GUMBINER SAVETT INC.1 year Filed as: GUMBINER SAVETT INC Service code 10 · EIN 95-2875688 | Accounting | $15,000 |
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 | $97,738 | $89,367+9.4% | $141,191-30.8% | $72,975+33.9% |
| Participation rate | 74.7% | 75.1%-0.4pp | 82.5%-7.8pp | 69.5%+5.2pp |
| Annual return | 25.16% | 111.87%-86.7pp | 71.41%-46.3pp | 81.01%-55.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,961 | $5,419-45.4% | $6,710-55.9% | $3,608-17.9% |
| Admin fee / account holder | $699 | $5,957-88.3% | $10,264-93.2% | $5,124-86.4% |