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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,246+44.7% | $98,716-4.4% | $67,986+38.8% |
| Participation rate | 25.6% | 51.4%-25.8pp | 69.3%-43.7pp | 57.2%-31.6pp |
| Annual return | 9.71% | 20.58%-10.9pp | 31.81%-22.1pp | 31.67%-22.0pp |
| Employer contribution / active EE | $2,125 | $1,042+104.0% | $2,279-6.7% | $2,019+5.3% |
| Participant deferral / active EE | $3,185 | $2,594+22.8% | $4,048-21.3% | $3,358-5.2% |
| Admin fee / account holder | $488 | $4,561-89.3% | $8,703-94.4% | $3,203-84.8% |