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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $106,339 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $57,910 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,013 | $42,367+48.7% | $79,583-20.8% | $64,824-2.8% |
| Participation rate | 20.6% | 64.7%-44.1pp | 69.5%-48.9pp | 71.5%-50.8pp |
| Annual return | -14.06% | -12.24%-1.8pp | 0.16%-14.2pp | 32.84%-46.9pp |
| Employer contribution / active EE | $1,866 | $1,181+58.0% | $2,414-22.7% | $2,507-25.6% |
| Participant deferral / active EE | $1,991 | $3,168-37.2% | $3,986-50.1% | $4,311-53.8% |
| Admin fee / account holder | $429 | $160+168.7% | $6,835-93.7% | $188+128.3% |