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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $26,457 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,198 | $101,499-17.0% | $147,005-42.7% | $74,546+12.9% |
| Participation rate | 56.5% | 75.5%-19.0pp | 82.2%-25.7pp | 67.2%-10.7pp |
| Annual return | 13.98% | 8732.34%-8718.4pp | 418.76%-404.8pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $1,919 | $3,811-49.7% | $4,934-61.1% | $2,624-26.9% |
| Participant deferral / active EE | $5,915 | $7,304-19.0% | $8,070-26.7% | $4,347+36.0% |
| Admin fee / account holder | $319 | $1,748-81.7% | $13,006-97.5% | $1,944-83.6% |