Filed October 19, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $157,661 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1531281 | Advisory (Plan) | $50,000 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,529 | $58,344+380.8% | $98,477+184.9% | $86,813+223.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 73.3%+26.7pp | 72.3%+27.7pp |
| Annual return | 11.74% | 43.47%-31.7pp | 1493.59%-1481.8pp | 97.93%-86.2pp |
| Employer contribution / active EE | $11,633 | $2,008+479.4% | $2,961+292.9% | $2,406+383.5% |
| Participant deferral / active EE | $9,866 | $3,156+212.6% | $4,276+130.7% | $4,131+138.8% |
| Admin fee / account holder | $473 | $138+243.4% | $5,951-92.0% | $170+179.1% |