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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $20,053 |
HASKELL & WHITE LLP2 years Filed as: HASKELL & WHITE, LLP Service code 10 8001 IRVINE CENTER DRIVE #300 · IRVINE, CA 92618 | Accounting | $13,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,684 |
UBS FINANCIAL SERVICES INC3 years Service code 99 PO BOX 198928 · NASHVILLE, TN 37238 | Other Fees | $5,952 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,504 | $73,532-65.3% | $178,505-85.7% | $74,478-65.8% |
| Participation rate | 62.3% | 66.6%-4.3pp | 77.1%-14.8pp | 67.2%-4.9pp |
| Annual return | 11.45% | 17.49%-6.0pp | 27.16%-15.7pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $882 | $2,221-60.3% | $3,955-77.7% | $2,626-66.4% |
| Participant deferral / active EE | $2,378 | $4,519-47.4% | $6,280-62.1% | $4,350-45.3% |
| Admin fee / account holder | $402 | $1,813-77.8% | $10,428-96.1% | $1,946-79.4% |