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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $21,314 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,618 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,039 | $56,511-36.2% | $185,837-80.6% | $86,813-58.5% |
| Participation rate | 20.7% | 65.5%-44.9pp | 81.7%-61.0pp | 72.3%-51.6pp |
| Annual return | 14.79% | 118.12%-103.3pp | 122.08%-107.3pp | 97.93%-83.1pp |
| Employer contribution / active EE | $351 | $1,844-81.0% | $5,168-93.2% | $2,406-85.4% |
| Participant deferral / active EE | $561 | $2,554-78.0% | $5,568-89.9% | $4,131-86.4% |
| Admin fee / account holder | $240 | $150+60.7% | $16,241-98.5% | $170+41.8% |