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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $8,228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,489 | $61,166-64.9% | $185,849-88.4% | $79,391-72.9% |
| Participation rate | 40.7% | 66.6%-25.9pp | 81.7%-41.0pp | 70.7%-30.0pp |
| Annual return | 13.05% | 19.45%-6.4pp | 122.10%-109.0pp | 116.88%-103.8pp |
| Employer contribution / active EE | $453 | $2,321-80.5% | $5,169-91.2% | $2,428-81.3% |
| Participant deferral / active EE | $2,539 | $2,789-9.0% | $5,569-54.4% | $4,046-37.2% |
| Admin fee / account holder | $90 | $710-87.3% | $16,244-99.4% | $627-85.6% |