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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) | $86,754 |
JPMORGAN INVEST HOLDINGS LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $80,314 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,112 | $122,585-80.3% | $184,256-86.9% | $200,096-87.9% |
| Participation rate | 89.9% | 86.9%+3.0pp | 86.8%+3.1pp | 72.0%+17.9pp |
| Annual return | 15.01% | 144.12%-129.1pp | 28.85%-13.8pp | 34.26%-19.3pp |
| Employer contribution / active EE | $1,632 | $4,571-64.3% | $6,427-74.6% | $3,038-46.3% |
| Participant deferral / active EE | $2,571 | $7,972-67.7% | $9,133-71.8% | $5,090-49.5% |
| Admin fee / account holder | $94 | $120-21.4% | $13,899-99.3% | $269-64.9% |