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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $83,491 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,180 |
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 | $419,418 | $83,090+404.8% | $130,062+222.5% | $71,529+486.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 15.93% | 20.61%-4.7pp | -137.37%+153.3pp | 28.97%-13.0pp |
| Employer contribution / active EE | $21,736 | $2,624+728.5% | $4,322+402.9% | $2,590+739.3% |
| Participant deferral / active EE | $6,792 | $4,436+53.1% | $5,821+16.7% | $4,291+58.3% |
| Admin fee / account holder | $1,051 | $1,727-39.2% | $10,601-90.1% | $1,588-33.8% |