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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $92,970 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 16 · EIN 59-1531281 | Consulting | $39,886 |
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 | $98,180 | $49,657+97.7% | $93,063+5.5% | $67,986+44.4% |
| Participation rate | 99.5% | 49.9%+49.6pp | 72.1%+27.4pp | 57.2%+42.3pp |
| Annual return | 16.03% | 26.27%-10.2pp | 34.15%-18.1pp | 31.67%-15.6pp |
| Employer contribution / active EE | $3,219 | $1,279+151.8% | $2,476+30.0% | $2,019+59.5% |
| Participant deferral / active EE | $6,680 | $2,484+168.9% | $3,958+68.8% | $3,358+98.9% |
| Admin fee / account holder | $345 | $2,843-87.9% | $6,033-94.3% | $3,203-89.2% |