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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $90,929 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,204 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $445,095 | $88,087+405.3% | $164,866+170.0% | $74,546+497.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 12.81% | 17.27%-4.5pp | 69.97%-57.2pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $17,810 | $2,595+586.2% | $4,343+310.1% | $2,624+578.6% |
| Participant deferral / active EE | $6,611 | $4,499+46.9% | $6,033+9.6% | $4,347+52.1% |
| Admin fee / account holder | $1,086 | $2,232-51.4% | $12,689-91.4% | $1,944-44.1% |