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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 | $51,606+101.4% | $129,339-19.6% | $80,911+28.5% |
| Participation rate | 94.6% | 57.0%+37.6pp | 69.6%+24.9pp | 67.6%+26.9pp |
| Annual return | 17.37% | 20.76%-3.4pp | 9437.05%-9419.7pp | 35.63%-18.3pp |
| Employer contribution / active EE | $1,732 | $1,582+9.5% | $4,154-58.3% | $2,756-37.2% |
| Participant deferral / active EE | $4,316 | $2,669+61.7% | $4,170+3.5% | $4,297+0.4% |
| Admin fee / account holder | $726 | $4,310-83.2% | $7,668-90.5% | $6,935-89.5% |