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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 · EIN 59-1237041 | Other Commissions | $57,692 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,047 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,155 | $90,274-75.5% | $93,406-76.3% | $90,274-75.5% |
| Participation rate | 65.0% | 73.4%-8.3pp | 66.8%-1.8pp | 73.4%-8.3pp |
| Annual return | 15.93% | 53.97%-38.0pp | 78.05%-62.1pp | 53.97%-38.0pp |
| Employer contribution / active EE | $2,516 | $2,523-0.3% | $2,075+21.2% | $2,523-0.3% |
| Participant deferral / active EE | $1,350 | $4,231-68.1% | $3,126-56.8% | $4,231-68.1% |
| Admin fee / account holder | $23 | $114-80.2% | $5,230-99.6% | $114-80.2% |