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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $26,311 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,721 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,052 | $59,097+142.1% | $82,389+73.6% | $74,304+92.5% |
| Participation rate | 51.2% | 52.8%-1.5pp | 69.5%-18.3pp | 60.3%-9.1pp |
| Annual return | 15.67% | 22.85%-7.2pp | 28.67%-13.0pp | 29.43%-13.8pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,105 | $2,775+47.9% | $4,155-1.2% | $3,767+9.0% |
| Admin fee / account holder | $364 | $4,489-91.9% | $7,231-95.0% | $2,969-87.7% |