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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL. Service code 27 800 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $20,889 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,044 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,608 | $61,166+7.3% | $185,849-64.7% | $79,391-17.4% |
| Participation rate | 40.3% | 66.6%-26.3pp | 81.7%-41.4pp | 70.7%-30.4pp |
| Annual return | 14.30% | 19.45%-5.1pp | 122.10%-107.8pp | 116.88%-102.6pp |
| Employer contribution / active EE | $261 | $2,321-88.7% | $5,169-94.9% | $2,428-89.2% |
| Participant deferral / active EE | $1,386 | $2,789-50.3% | $5,569-75.1% | $4,046-65.7% |
| Admin fee / account holder | $410 | $710-42.2% | $16,244-97.5% | $627-34.6% |