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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $19,303 |
INVESCO6+ years Service code 50 CO DST SYSTEMS, INC. · KANSAS CITY, MO 641051407 | Direct Payment | $5,833 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $630 |
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 | $137,495 | $81,208+69.3% | $98,920+39.0% | $79,856+72.2% |
| Participation rate | 52.0% | 72.5%-20.5pp | 76.0%-24.0pp | 69.6%-17.6pp |
| Annual return | 17.12% | 60.99%-43.9pp | 196.47%-179.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,263 | $3,265-0.1% | $4,245-23.1% | $3,741-12.8% |
| Admin fee / account holder | $403 | $6,013-93.3% | $6,643-93.9% | $5,306-92.4% |