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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $48,790 |
Filed as: RAYMOND JAMES INSURANCE GROUP Service code 55 ATTN RAYMOND JAMES/RJIG · ST PETERSBURG, FL 33742 | Other Commissions | $22,891 |
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 | $86,455 | $58,888+46.8% | $178,499-51.6% | $73,493+17.6% |
| Participation rate | 37.8% | 66.2%-28.5pp | 81.9%-44.2pp | 70.7%-32.9pp |
| Annual return | 14.31% | 24.86%-10.6pp | 151.10%-136.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $560 | $2,236-75.0% | $5,011-88.8% | $2,270-75.3% |
| Participant deferral / active EE | $1,395 | $2,568-45.7% | $5,202-73.2% | $3,740-62.7% |
| Admin fee / account holder | $432 | $400+7.9% | $13,986-96.9% | $513-15.8% |