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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 26 · EIN 59-2937883 | Advisory (Participants) | $3,812 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $106 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,454 | $56,640-56.8% | $78,002-68.6% | $55,167-55.7% |
| Participation rate | 98.3% | 73.3%+25.0pp | 75.5%+22.8pp | 69.0%+29.3pp |
| Annual return | 10.17% | 2868.48%-2858.3pp | 425.99%-415.8pp | 169.23%-159.1pp |
| Employer contribution / active EE | $1,081 | $1,724-37.3% | $2,470-56.2% | $1,963-44.9% |
| Participant deferral / active EE | $3,032 | $2,778+9.1% | $3,497-13.3% | $3,054-0.7% |
| Admin fee / account holder | $43 | $467-90.8% | $5,481-99.2% | $504-91.5% |