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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $32,102 |
E. PERRY1 year Filed as: PERRY & ASSOCIATES CPAS A.C. Service code 99 313 2ND ST · MARIETTA, OH 45750 | Other Fees | $17,000 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,578 | $76,670+23.4% | $96,683-2.2% | $71,457+32.4% |
| Participation rate | 66.9% | 66.6%+0.3pp | 74.3%-7.5pp | 67.9%-1.0pp |
| Annual return | 13.03% | 48.29%-35.3pp | 35.69%-22.7pp | 28.85%-15.8pp |
| Employer contribution / active EE | $2,009 | $3,031-33.7% | $3,737-46.2% | $2,588-22.4% |
| Participant deferral / active EE | $3,872 | $3,771+2.7% | $4,878-20.6% | $4,289-9.7% |
| Admin fee / account holder | $350 | $2,028-82.7% | $6,730-94.8% | $1,587-77.9% |