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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOC INC Service code 53 880 CARILLON PKWY · ST PETERBURG, FL 33716 | Insurance Commissions | $855 |
Filed as: DYATECH, LLC Service code 15 805 S WHEATLEY ST STE 600 · RIDGELAND, ME 39157 | Recordkeeping | $65 |
AVINTUS1+ years Filed as: AVINTUS LLC Service code 53 113 SEABOARD LN STE B150 · FRANKLIN, TN 37067 | Insurance Commissions | $19 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,103 | $46,360-86.8% | $147,617-95.9% | $52,331-88.3% |
| Participation rate | 16.0% | 64.9%-48.9pp | 84.6%-68.6pp | 68.1%-52.1pp |
| Annual return | 5.91% | 1.62%+4.3pp | 61.98%-56.1pp | 4.54%+1.4pp |
| Employer contribution / active EE | $60 | $2,126-97.2% | $5,564-98.9% | $1,882-96.8% |
| Participant deferral / active EE | $295 | $2,258-86.9% | $4,895-94.0% | $3,022-90.2% |
| Admin fee / account holder | $2 | $766-99.8% | $11,612-100.0% | $592-99.7% |