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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $46,653 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR AND CO Service code 27 222 W. ADAMS · CHICAGO, IL 60606 | Advisory (Plan) | $30,998 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,273 | $79,089+66.0% | $100,392+30.8% | $74,459+76.3% |
| Participation rate | 62.8% | 79.4%-16.6pp | 81.5%-18.7pp | 67.2%-4.4pp |
| Annual return | 16.63% | 20.61%-4.0pp | 49.45%-32.8pp | 1369.70%-1353.1pp |
| Employer contribution / active EE | $2,562 | $3,015-15.0% | $3,941-35.0% | $2,626-2.4% |
| Participant deferral / active EE | $6,421 | $7,747-17.1% | $8,090-20.6% | $4,350+47.6% |
| Admin fee / account holder | $579 | $1,336-56.7% | $7,904-92.7% | $1,945-70.2% |