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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $100,000 |
Service code 13 · EIN 20-1694816 | Contract Administrator | $13,746 |
SIKICH LLP3+ years Filed as: SIKICH, LLP Service code 10 1415 W DIEHL ROAD · NAPERVILLE, IL 60563 | Accounting | $10,100 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $4,518 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $336,928 | $80,753+317.2% | $136,298+147.2% | $62,293+440.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.03% | 35.83%-18.8pp | 5156.27%-5139.2pp | 28.90%-11.9pp |
| Employer contribution / active EE | $7,766 | $2,884+169.3% | $4,696+65.4% | $2,042+280.3% |
| Participant deferral / active EE | $8,452 | $5,164+63.7% | $6,247+35.3% | $3,169+166.7% |
| Admin fee / account holder | $529 | $525+0.7% | $9,244-94.3% | $479+10.4% |