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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,359 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $20,000 |
GUMBINER SAVETT INC.3 years Service code 10 · EIN 95-2875688 | Accounting | $15,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,772 | $98,776+5.1% | $149,745-30.7% | $79,856+29.9% |
| Participation rate | 71.3% | 75.8%-4.5pp | 82.5%-11.2pp | 69.6%+1.6pp |
| Annual return | 12.01% | 27.38%-15.4pp | 276.72%-264.7pp | 31.71%-19.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,359 | $5,681-58.5% | $6,843-65.5% | $3,741-36.9% |
| Admin fee / account holder | $705 | $6,053-88.3% | $9,312-92.4% | $5,306-86.7% |