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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $6,097 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,491 | $81,474+2.5% | $133,971-37.7% | $73,493+13.6% |
| Participation rate | 52.5% | 76.4%-23.9pp | 79.8%-27.4pp | 70.7%-18.2pp |
| Annual return | 30.54% | 19.40%+11.1pp | 45.09%-14.6pp | 28.51%+2.0pp |
| Employer contribution / active EE | $1,086 | $2,209-50.8% | $3,919-72.3% | $2,270-52.2% |
| Participant deferral / active EE | $1,949 | $3,786-48.5% | $5,047-61.4% | $3,740-47.9% |
| Admin fee / account holder | $428 | $713-39.9% | $8,929-95.2% | $513-16.5% |