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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES, I Service code 26 880 CARILLON PKWY · SAINT PETERSBURG, FL 337161102 | Advisory (Participants) | $1,421 |
STONES RIVER CONSULTING1 year Filed as: STONES RIVER CONSULTING, INC.. Service code 26 · EIN 45-3783933 2441 Q OLD FORT PARKWAY #407 · MURFREESBORO, TN 371284162 | Advisory (Participants) | $1,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,622 | $72,639-96.4% | $90,766-97.1% | $66,949-96.1% |
| Participation rate | 69.1% | 73.7%-4.6pp | 75.7%-6.6pp | 69.8%-0.7pp |
| Annual return | 8.52% | -12.28%+20.8pp | -12.16%+20.7pp | 1.57%+7.0pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,024 | $3,979-74.3% | $4,565-77.6% | $4,239-75.9% |
| Admin fee / account holder | $110 | $708-84.4% | $8,446-98.7% | $594-81.4% |