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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,092 |
Service code 27 | Advisory (Plan) | $39,737 |
ERISA SERVICES, INC.7 years Service code 13 · EIN 62-1200951 | Contract Administrator | $7,841 |
ERISA SERVICES, INC.2 years Filed as: ERISA SERVICES INC Service code 13 | Contract Administrator | $6,663 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,610 | $85,515-11.6% | $112,040-32.5% | $67,986+11.2% |
| Participation rate | 91.7% | 68.2%+23.4pp | 76.5%+15.2pp | 57.2%+34.5pp |
| Annual return | 19.22% | 29.68%-10.5pp | 24.52%-5.3pp | 31.67%-12.4pp |
| Employer contribution / active EE | $3,316 | $2,191+51.3% | $2,954+12.3% | $2,019+64.3% |
| Participant deferral / active EE | $7,803 | $4,014+94.4% | $5,098+53.1% | $3,358+132.4% |
| Admin fee / account holder | $363 | $3,774-90.4% | $12,098-97.0% | $3,203-88.7% |