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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 | $64,010+47.5% | $108,359-12.9% | $64,340+46.7% |
| Participation rate | 25.6% | 49.4%-23.7pp | 70.1%-44.5pp | 55.2%-29.6pp |
| Annual return | 9.71% | 19.74%-10.0pp | 36.89%-27.2pp | 24.14%-14.4pp |
| Employer contribution / active EE | $2,125 | $1,029+106.6% | $2,399-11.4% | $1,862+14.2% |
| Participant deferral / active EE | $3,185 | $2,395+33.0% | $4,137-23.0% | $2,980+6.9% |
| Admin fee / account holder | $488 | $4,885-90.0% | $9,741-95.0% | $3,703-86.8% |