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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $89,461 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,196 |
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 | $337,622 | $86,692+289.5% | $119,634+182.2% | $66,949+404.3% |
| Participation rate | 98.5% | 75.6%+22.9pp | 79.3%+19.2pp | 69.8%+28.7pp |
| Annual return | -17.92% | -8.00%-9.9pp | -14.98%-2.9pp | 1.57%-19.5pp |
| Employer contribution / active EE | $38,356 | $2,536+1412.4% | $4,232+806.2% | $2,545+1406.9% |
| Participant deferral / active EE | $6,317 | $4,360+44.9% | $5,601+12.8% | $4,239+49.0% |
| Admin fee / account holder | $1,002 | $755+32.7% | $10,329-90.3% | $594+68.7% |