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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,557 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $14,137 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $5,981 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.)
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,285 | $196,842-55.1% | $134,162-34.2% | - |
| Participation rate | 85.9% | 71.6%+14.3pp | 72.2%+13.7pp | - |
| Annual return | 10.08% | 11.43%-1.3pp | 36.35%-26.3pp | - |
| Employer contribution / active EE | $1,338 | $2,386-43.9% | $3,705-63.9% | - |
| Participant deferral / active EE | $3,338 | $3,828-12.8% | $3,500-4.6% | - |
| Admin fee / account holder | $557 | $15,940-96.5% | $6,685-91.7% | - |