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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 59-2937883 | Advisory (Participants) | $55,922 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $4,474 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,152 |
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 | $67,283 | $89,093-24.5% | $102,434-34.3% | $77,736-13.4% |
| Participation rate | 73.9% | 80.9%-7.1pp | 76.5%-2.6pp | 70.6%+3.3pp |
| Annual return | 12.11% | 25.03%-12.9pp | 29.46%-17.3pp | 31.26%-19.1pp |
| Employer contribution / active EE | $1,824 | $2,699-32.4% | $3,023-39.7% | $2,728-33.1% |
| Participant deferral / active EE | $2,925 | $5,147-43.2% | $5,055-42.1% | $4,651-37.1% |
| Admin fee / account holder | $415 | $236+76.0% | $9,462-95.6% | $433-4.2% |