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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) | $6,185 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,648 | $100,911+38.4% | $90,440+54.4% | $158,966-12.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.43% | 1726.62%-1707.2pp | 1294.38%-1275.0pp | 302.95%-283.5pp |
| Employer contribution / active EE | $3,863 | $3,690+4.7% | $3,263+18.4% | $4,762-18.9% |
| Participant deferral / active EE | $7,388 | $4,348+69.9% | $3,964+86.4% | $5,983+23.5% |
| Admin fee / account holder | $1,676 | $6,507-74.3% | $5,615-70.2% | $11,250-85.1% |