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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 26 · EIN 59-1199408 PO BOX 23641 · ST. PETERSBURG, FL 33742 | Advisory (Participants) | $10,789 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,052 |
401K GENERATION2 years Service code 13 · EIN 26-4477125 237 S. WESTMONTE AVE · ALTAMONTE SPRINGS, FL 32714 | Contract Administrator | $7,755 |
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 | $12,959 | $101,539-87.2% | $147,041-91.2% | $74,400-82.6% |
| Participation rate | 91.9% | 75.5%+16.4pp | 82.2%+9.7pp | 67.2%+24.7pp |
| Annual return | 13.20% | 8740.84%-8727.6pp | 419.21%-406.0pp | 1367.51%-1354.3pp |
| Employer contribution / active EE | $1,798 | $3,811-52.8% | $4,935-63.6% | $2,624-31.5% |
| Participant deferral / active EE | $4,242 | $7,304-41.9% | $8,071-47.4% | $4,348-2.4% |
| Admin fee / account holder | $158 | $1,749-91.0% | $13,006-98.8% | $1,944-91.9% |