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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $26,206 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,828 |
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.
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 | $105,497 | $49,138+114.7% | $84,021+25.6% | $65,185+61.8% |
| Participation rate | 56.7% | 60.7%-4.0pp | 69.0%-12.3pp | 70.2%-13.5pp |
| Annual return | -0.53% | 23.00%-23.5pp | 71.32%-71.8pp | 29.38%-29.9pp |
| Employer contribution / active EE | $452 | $914-50.6% | $1,984-77.2% | $2,177-79.3% |
| Participant deferral / active EE | $2,578 | $2,397+7.6% | $3,239-20.4% | $3,514-26.6% |
| Admin fee / account holder | $531 | $543-2.3% | $6,102-91.3% | $847-37.3% |