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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,447 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $20,000 |
BPM LLP1 year Service code 10 · EIN 81-4234542 | Accounting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,090 | $104,482-8.0% | $159,455-39.7% | $79,393+21.0% |
| Participation rate | 52.0% | 76.6%-24.6pp | 82.8%-30.8pp | 70.7%-18.7pp |
| Annual return | 10.77% | 67.96%-57.2pp | 263.63%-252.9pp | 116.87%-106.1pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $4,830-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,047 | $6,467-68.3% | $7,353-72.2% | $4,046-49.4% |
| Admin fee / account holder | $711 | $7110% | $10,800-93.4% | $627+13.5% |