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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $80,538 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $31,849 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,940 | $51,642+101.3% | $129,384-19.7% | $80,935+28.4% |
| Participation rate | 94.6% | 56.9%+37.6pp | 69.6%+24.9pp | 67.7%+26.9pp |
| Annual return | 17.37% | 20.78%-3.4pp | 9461.77%-9444.4pp | 35.66%-18.3pp |
| Employer contribution / active EE | $1,732 | $1,583+9.4% | $4,153-58.3% | $2,757-37.2% |
| Participant deferral / active EE | $4,316 | $2,670+61.7% | $4,166+3.6% | $4,299+0.4% |
| Admin fee / account holder | $726 | $4,312-83.2% | $7,686-90.6% | $6,924-89.5% |