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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 · EIN 59-2937883 | Advisory (Plan) | $26,292 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,066 |
CORRIGAN KRAUSE1 year Filed as: CORRIGAN, KRAUSE, Service code 10 · EIN 37-1574855 | Accounting | $11,999 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,426 | $59,006+51.6% | $97,260-8.1% | $74,459+20.1% |
| Participation rate | 47.8% | 63.7%-16.0pp | 72.7%-24.9pp | 67.2%-19.5pp |
| Annual return | 9.89% | 16.04%-6.2pp | 75.54%-65.7pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $1,977 | $1,894+4.4% | $2,721-27.4% | $2,626-24.7% |
| Participant deferral / active EE | $3,109 | $3,671-15.3% | $4,262-27.0% | $4,350-28.5% |
| Admin fee / account holder | $598 | $1,974-69.7% | $5,640-89.4% | $1,945-69.3% |