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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 | $101,653-87.3% | $147,080-91.2% | $74,459-82.6% |
| Participation rate | 91.9% | 75.6%+16.3pp | 82.2%+9.7pp | 67.2%+24.7pp |
| Annual return | 13.20% | 8754.98%-8741.8pp | 420.17%-407.0pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $1,798 | $3,813-52.8% | $4,933-63.5% | $2,626-31.5% |
| Participant deferral / active EE | $4,242 | $7,304-41.9% | $8,066-47.4% | $4,350-2.5% |
| Admin fee / account holder | $158 | $1,752-91.0% | $12,989-98.8% | $1,945-91.9% |