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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 04-1590850 | Advisory (Participants) | $2,414 |
Filed as: MML INVESTOR SERVICES LLC Service code 26 · EIN 04-1590850 | Advisory (Participants) | $396 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,602 | $59,263-72.0% | $96,562-82.8% | $79,386-79.1% |
| Participation rate | 49.5% | 61.9%-12.4pp | 69.8%-20.3pp | 70.7%-21.2pp |
| Annual return | 17.11% | 27.07%-10.0pp | 37.78%-20.7pp | 116.85%-99.7pp |
| Employer contribution / active EE | $1,401 | $1,216+15.3% | $2,356-40.5% | $2,427-42.3% |
| Participant deferral / active EE | $2,197 | $2,948-25.5% | $3,849-42.9% | $4,046-45.7% |
| Admin fee / account holder | $244 | $658-62.9% | $6,181-96.0% | $626-61.0% |