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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $63,045 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $25,701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $52,834 | $64,286-17.8% | $90,970-41.9% | $73,412-28.0% |
| Participation rate | 37.9% | 63.6%-25.7pp | 69.0%-31.1pp | 72.2%-34.3pp |
| Annual return | 235.17% | 21.46%+213.7pp | 134.60%+100.6pp | 59.30%+175.9pp |
| Employer contribution / active EE | $539 | $895-39.7% | $2,122-74.6% | $2,234-75.9% |
| Participant deferral / active EE | $751 | $2,453-69.4% | $3,373-77.7% | $3,806-80.3% |
| Admin fee / account holder | $235 | $287-18.1% | $5,961-96.1% | $158+48.9% |