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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES FINANCIAL, INC. Service code 23 · EIN 59-1517485 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Insurance services | $306,403 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,390 | $75,388+30.5% | $123,552-20.4% | $55,725+76.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -7.16% | 4.48%-11.6pp | 119.20%-126.4pp | 244.93%-252.1pp |
| Employer contribution / active EE | $3,800 | $3,063+24.0% | $4,628-17.9% | $2,078+82.8% |
| Participant deferral / active EE | $7,908 | $5,651+39.9% | $6,426+23.1% | $3,356+135.7% |
| Admin fee / account holder | $841 | $120+602.5% | $9,285-90.9% | $115+630.4% |