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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,865 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 16 · EIN 59-1531281 | Consulting | $21,920 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,400 | $59,006+46.4% | $97,295-11.2% | $74,478+16.0% |
| Participation rate | 99.5% | 63.7%+35.8pp | 72.7%+26.9pp | 67.2%+32.3pp |
| Annual return | 13.62% | 16.04%-2.4pp | 75.62%-62.0pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $2,908 | $1,894+53.6% | $2,723+6.8% | $2,626+10.7% |
| Participant deferral / active EE | $5,306 | $3,671+44.6% | $4,264+24.5% | $4,350+22.0% |
| Admin fee / account holder | $311 | $1,974-84.2% | $5,646-94.5% | $1,946-84.0% |