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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $44,002 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,573 |
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 440 MONTICELLO AVE STE 1400 · NORFOLK, VA 23510 | Accounting | $1,750 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: QUALIFIED RETIREMENT PLAN SERVICES, Service code 99 2724 DISCOVERY DRIVE · RALEIGH, NC 27616 | Other Fees | $50 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $121,906 | $59,191+106.0% | $76,767+58.8% | $56,289+116.6% |
| Participation rate | 99.0% | 75.2%+23.8pp | 77.0%+22.1pp | 69.9%+29.2pp |
| Annual return | -4.78% | 6.62%-11.4pp | 2.43%-7.2pp | -9.96%+5.2pp |
| Employer contribution / active EE | $6,004 | $1,759+241.4% | $2,485+141.6% | $2,111+184.4% |
| Participant deferral / active EE | $4,458 | $3,255+36.9% | $3,852+15.7% | $3,350+33.1% |
| Admin fee / account holder | $368 | $489-24.7% | $6,675-94.5% | $521-29.3% |