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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $46,827 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $3,030 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Service code 33 · EIN 94-1737782 | Securities brokerage | $27 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $135,891 | $60,165+125.9% | $74,184+83.2% | $55,167+146.3% |
| Participation rate | 82.3% | 74.2%+8.1pp | 76.6%+5.6pp | 69.0%+13.3pp |
| Annual return | 6.55% | 10.00%-3.4pp | 17.74%-11.2pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,249 | $1,600-21.9% | $2,370-47.3% | $1,963-36.4% |
| Participant deferral / active EE | $4,409 | $2,973+48.3% | $3,550+24.2% | $3,054+44.4% |
| Admin fee / account holder | $257 | $419-38.6% | $5,586-95.4% | $504-48.9% |