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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,294 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $7,250 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,327 | $81,474-75.1% | $133,959-84.8% | $73,493-72.3% |
| Participation rate | 90.4% | 76.4%+14.1pp | 79.8%+10.6pp | 70.7%+19.7pp |
| Annual return | 12.75% | 19.40%-6.7pp | 45.09%-32.3pp | 28.51%-15.8pp |
| Employer contribution / active EE | $1,303 | $2,209-41.0% | $3,919-66.7% | $2,270-42.6% |
| Participant deferral / active EE | $1,349 | $3,786-64.4% | $5,047-73.3% | $3,740-63.9% |
| Admin fee / account holder | $130 | $713-81.8% | $8,928-98.5% | $513-74.8% |