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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $109,334 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $61,725 |
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 | $85,867 | $54,193+58.4% | $93,669-8.3% | $77,714+10.5% |
| Participation rate | 26.5% | 63.9%-37.4pp | 68.7%-42.2pp | 70.6%-44.0pp |
| Annual return | 18.35% | 30.54%-12.2pp | 133.59%-115.2pp | 31.26%-12.9pp |
| Employer contribution / active EE | $2,265 | $1,168+93.9% | $2,424-6.5% | $2,727-16.9% |
| Participant deferral / active EE | $3,041 | $3,144-3.3% | $4,416-31.1% | $4,649-34.6% |
| Admin fee / account holder | $446 | $576-22.5% | $8,291-94.6% | $433+3.0% |