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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SVCS ADVSRS Service code 26 · EIN 59-2937883 | Advisory (Participants) | $14,314 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN, EDWARDS & COMPANY, L.L.P. Service code 10 · EIN 54-0504608 | Accounting | $9,939 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $30,592 | $50,947-40.0% | $74,549-59.0% | $64,173-52.3% |
| Participation rate | 81.7% | 61.1%+20.6pp | 69.1%+12.6pp | 69.6%+12.1pp |
| Annual return | -4.80% | -1.85%-2.9pp | 32.53%-37.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $863 | $1,115-22.6% | $1,961-56.0% | $2,381-63.8% |
| Participant deferral / active EE | $2,432 | $2,302+5.7% | $3,108-21.8% | $3,470-29.9% |
| Admin fee / account holder | $394 | $4,221-90.7% | $5,059-92.2% | $4,887-91.9% |