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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $117,102 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $70,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,390 | $67,638+39.6% | $133,346-29.2% | $69,733+35.4% |
| Participation rate | 25.6% | 54.3%-28.6pp | 72.8%-47.2pp | 62.5%-36.8pp |
| Annual return | 9.71% | 13.38%-3.7pp | 36.85%-27.1pp | 15.22%-5.5pp |
| Employer contribution / active EE | $2,125 | $1,177+80.5% | $2,853-25.5% | $2,250-5.6% |
| Participant deferral / active EE | $3,185 | $2,567+24.1% | $4,332-26.5% | $3,054+4.3% |
| Admin fee / account holder | $488 | $4,814-89.9% | $14,264-96.6% | $3,102-84.3% |