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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FSA 338 FEE Service code 26 | Advisory (Participants) | $8,791 |
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN CONSULTANTS Service code 17 · EIN 20-0223513 | Pension Consulting | $900 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,893 | $65,453-28.4% | $86,698-45.9% | $66,938-29.9% |
| Participation rate | 35.0% | 75.5%-40.5pp | 76.6%-41.6pp | 69.8%-34.8pp |
| Annual return | 1.38% | -10.89%+12.3pp | 35.95%-34.6pp | 1.58%-0.2pp |
| Employer contribution / active EE | $733 | $2,154-66.0% | $2,837-74.2% | $2,545-71.2% |
| Participant deferral / active EE | $1,162 | $4,102-71.7% | $4,656-75.0% | $4,238-72.6% |
| Admin fee / account holder | $505 | $642-21.3% | $7,493-93.3% | $594-14.9% |