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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 26 880 CARILLION PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Participants) | $3,504 |
SIKICH LLP1 year Service code 17 · EIN 36-3168081 | Pension Consulting | $500 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $390 |
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.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,472 | $89,652-86.1% | $141,197-91.2% | $65,186-80.9% |
| Participation rate | 52.0% | 74.7%-22.7pp | 82.5%-30.5pp | 70.2%-18.2pp |
| Annual return | 32.49% | 32.79%-0.3pp | 71.41%-38.9pp | 29.39%+3.1pp |
| Employer contribution / active EE | $893 | $3,065-70.9% | $4,736-81.2% | $2,177-59.0% |
| Participant deferral / active EE | $2,283 | $5,691-59.9% | $6,710-66.0% | $3,514-35.0% |
| Admin fee / account holder | $40 | $569-93.0% | $10,265-99.6% | $847-95.3% |