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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 71-0294708 | Other Fees | $46,562 |
Filed as: RAYMOND JAMES INSURANCE GROUP Service code 99 PO BOX 23698 · ST PETERSBURG, FL 33742 | Other Fees | $20,294 |
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.)
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 | $73,987 | $52,961+39.7% | $172,755-57.2% | $65,185+13.5% |
| Participation rate | 43.0% | 66.2%-23.2pp | 82.6%-39.6pp | 70.2%-27.2pp |
| Annual return | 18.64% | 30.12%-11.5pp | 802.94%-784.3pp | 29.38%-10.7pp |
| Employer contribution / active EE | $573 | $2,190-73.8% | $5,144-88.9% | $2,177-73.7% |
| Participant deferral / active EE | $1,410 | $2,471-42.9% | $5,198-72.9% | $3,514-59.9% |
| Admin fee / account holder | $408 | $472-13.5% | $13,955-97.1% | $847-51.8% |