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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES INSURANCE GROUP, INC. Service code 55 · EIN 59-1199408 | Other Commissions | $83,024 |
Service code 49 · EIN 64-0765749 | Other Services | $43,004 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,857 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $415,323 | $61,166+579.0% | $185,837+123.5% | $79,393+423.1% |
| Participation rate | 98.6% | 66.6%+31.9pp | 81.7%+16.8pp | 70.7%+27.8pp |
| Annual return | 12.90% | 19.45%-6.6pp | 122.08%-109.2pp | 116.87%-104.0pp |
| Employer contribution / active EE | $20,690 | $2,321+791.5% | $5,168+300.3% | $2,428+752.3% |
| Participant deferral / active EE | $12,102 | $2,789+334.0% | $5,568+117.3% | $4,046+199.1% |
| Admin fee / account holder | $962 | $710+35.5% | $16,241-94.1% | $627+53.5% |