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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 · EIN 59-1237041 | Other Commissions | $20,230 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,206 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,662 | $91,517-45.7% | $101,248-51.0% | $73,409-32.3% |
| Participation rate | 41.1% | 73.8%-32.7pp | 75.8%-34.7pp | 72.2%-31.1pp |
| Annual return | 16.48% | 17.17%-0.7pp | 46.47%-30.0pp | 59.29%-42.8pp |
| Employer contribution / active EE | $183 | $2,877-93.6% | $3,660-95.0% | $2,234-91.8% |
| Participant deferral / active EE | $2,469 | $3,338-26.1% | $4,370-43.5% | $3,805-35.1% |
| Admin fee / account holder | $9 | $216-95.8% | $5,945-99.8% | $158-94.2% |