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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 15 · EIN 59-1199408 PO BOX 23641 · ST PETERSBURG, FL 33742 | Recordkeeping | $67,913 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,432 |
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,374 | $65,453-65.8% | $86,698-74.2% | $66,938-66.6% |
| Participation rate | 86.1% | 75.5%+10.6pp | 76.6%+9.5pp | 69.8%+16.3pp |
| Annual return | -19.94% | -10.89%-9.1pp | 35.95%-55.9pp | 1.58%-21.5pp |
| Employer contribution / active EE | $2,064 | $2,154-4.2% | $2,837-27.2% | $2,545-18.9% |
| Participant deferral / active EE | $1,974 | $4,102-51.9% | $4,656-57.6% | $4,238-53.4% |
| Admin fee / account holder | $432 | $642-32.7% | $7,493-94.2% | $594-27.2% |