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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $172,670 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $34,371 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,289 | $52,353+110.7% | $120,225-8.3% | $82,448+33.8% |
| Participation rate | 94.8% | 58.3%+36.5pp | 69.6%+25.2pp | 68.1%+26.7pp |
| Annual return | 9.20% | 61.85%-52.6pp | 439.23%-430.0pp | 41.64%-32.4pp |
| Employer contribution / active EE | $1,746 | $1,510+15.6% | $3,475-49.8% | $2,551-31.5% |
| Participant deferral / active EE | $4,257 | $2,627+62.0% | $3,999+6.4% | $4,139+2.8% |
| Admin fee / account holder | $757 | $4,363-82.6% | $5,696-86.7% | $7,234-89.5% |