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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FIN. SVS. ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $24,386 |
PARSONS CPA PLLC1 year Filed as: PARSONS CPA LLPC Service code 10 · EIN 27-4214364 | Accounting | $15,750 |
Filed as: TRANSAMERICA FIN.LIFE INS.CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $9,009 |
LOREN D. STARK COMPANY2 years Service code 15 · EIN 74-1537058 | Recordkeeping | $1,980 |
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 | $166,009 | $58,895+181.9% | $178,503-7.0% | $73,497+125.9% |
| Participation rate | 84.3% | 66.2%+18.0pp | 81.9%+2.3pp | 70.7%+13.6pp |
| Annual return | 17.38% | 24.86%-7.5pp | 151.12%-133.7pp | 28.51%-11.1pp |
| Employer contribution / active EE | $7,876 | $2,236+252.3% | $5,011+57.2% | $2,270+247.0% |
| Participant deferral / active EE | $5,277 | $2,567+105.6% | $5,202+1.4% | $3,740+41.1% |
| Admin fee / account holder | $1,572 | $400+292.5% | $13,987-88.8% | $513+206.3% |