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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $24,650 |
Filed as: RAYMOND JAMES INSURANCE GROUP, INC. Service code 55 PO BOX 23698 · ST. PETERSBURG, FL 33742 | Other Commissions | $7,158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $55,534 | $46,732+18.8% | $156,551-64.5% | $55,167+0.7% |
| Participation rate | 43.9% | 65.8%-21.9pp | 84.0%-40.1pp | 69.0%-25.0pp |
| Annual return | 6.01% | 17.72%-11.7pp | 32.23%-26.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $517 | $2,105-75.5% | $5,501-90.6% | $1,963-73.7% |
| Participant deferral / active EE | $1,128 | $2,204-48.8% | $4,871-76.8% | $3,054-63.1% |
| Admin fee / account holder | $220 | $418-47.4% | $13,028-98.3% | $504-56.3% |