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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $69,756 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $16,165 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 49 · EIN 59-1237041 | Other Services | $7,237 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $99,994 | $58,726+70.3% | $142,898-30.0% | $85,851+16.5% |
| Participation rate | 91.7% | 58.5%+33.2pp | 72.0%+19.7pp | 69.3%+22.3pp |
| Annual return | 19.64% | 27.73%-8.1pp | 5639.64%-5620.0pp | 318.63%-299.0pp |
| Employer contribution / active EE | $1,377 | $1,424-3.3% | $4,146-66.8% | $2,565-46.3% |
| Participant deferral / active EE | $3,440 | $2,609+31.9% | $3,838-10.4% | $3,952-13.0% |
| Admin fee / account holder | $640 | $4,234-84.9% | $6,560-90.2% | $6,261-89.8% |