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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,929 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 | Other Services | $14,905 |
Filed as: MERRILL LYNCH LIFE AGENCY INC. Service code 49 | Other Services | $6,703 |
Filed as: MERRILL LYNCH AGENCY INC. Service code 49 · EIN 13-2808480 | Other Services | $0 |
Filed as: RAYMOND JAMES INSURANCE GROUPS INC Service code 49 · EIN 59-1199408 | Other Services | $0 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,338 | $55,449+12.4% | $83,831-25.6% | $56,289+10.7% |
| Participation rate | 41.7% | 68.0%-26.3pp | 76.1%-34.4pp | 69.9%-28.1pp |
| Annual return | -7.57% | -1.38%-6.2pp | 850.99%-858.6pp | -9.96%+2.4pp |
| Employer contribution / active EE | $521 | $2,430-78.6% | $3,631-85.7% | $2,111-75.3% |
| Participant deferral / active EE | $2,083 | $2,935-29.0% | $4,082-49.0% | $3,350-37.8% |
| Admin fee / account holder | $535 | $656-18.4% | $5,479-90.2% | $521+2.7% |