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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 61 · EIN 59-1237041 | Finders' fees / placement fees | $15,504 |
Service code 37 · EIN 04-2647786 | Loan Processing | $131 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,415 | $58,726-31.2% | $92,233-56.2% | $62,292-35.1% |
| Participation rate | 36.7% | 68.3%-31.6pp | 76.5%-39.8pp | 69.5%-32.8pp |
| Annual return | 24.35% | 43.62%-19.3pp | 176.28%-151.9pp | 28.90%-4.5pp |
| Employer contribution / active EE | $399 | $2,392-83.3% | $3,679-89.2% | $2,042-80.5% |
| Participant deferral / active EE | $2,016 | $2,766-27.1% | $3,897-48.3% | $3,169-36.4% |
| Admin fee / account holder | $10 | $556-98.1% | $5,194-99.8% | $479-97.8% |