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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $28,193 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,855 | $84,499-13.8% | $125,391-41.9% | $66,949+8.8% |
| Participation rate | 71.1% | 76.4%-5.4pp | 82.4%-11.3pp | 69.8%+1.2pp |
| Annual return | -19.77% | -8.49%-11.3pp | 572.41%-592.2pp | 1.57%-21.3pp |
| Employer contribution / active EE | $2,100 | $3,554-40.9% | $4,816-56.4% | $2,545-17.5% |
| Participant deferral / active EE | $4,650 | $6,785-31.5% | $7,448-37.6% | $4,239+9.7% |
| Admin fee / account holder | $466 | $685-31.9% | $10,009-95.3% | $594-21.4% |