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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $18,096 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,024 | $52,293-40.7% | $178,503-82.6% | $73,412-57.7% |
| Participation rate | 32.5% | 65.3%-32.8pp | 81.9%-49.4pp | 72.2%-39.7pp |
| Annual return | 16.03% | 34.75%-18.7pp | 151.12%-135.1pp | 59.30%-43.3pp |
| Employer contribution / active EE | $377 | $1,736-78.3% | $5,011-92.5% | $2,234-83.1% |
| Participant deferral / active EE | $585 | $2,333-74.9% | $5,202-88.8% | $3,806-84.6% |
| Admin fee / account holder | $203 | $127+59.3% | $13,987-98.5% | $158+28.5% |