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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES INTL Service code 28 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $65,131 |
SCHACHLE BENEFIT SERVICES INC6+ years Service code 12 · EIN 58-2427992 PO BOX 142128 · FAYETTEVILLE, GA 30214 | Contract Administrator; Employee (pla... | $25,782 |
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.
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 | $29,797 | $66,124-54.9% | $90,440-67.1% | $73,493-59.5% |
| Participation rate | 98.0% | 69.7%+28.4pp | 72.7%+25.4pp | 70.7%+27.4pp |
| Annual return | 8.10% | 17.65%-9.6pp | 1294.38%-1286.3pp | 28.51%-20.4pp |
| Employer contribution / active EE | $1,463 | $2,346-37.6% | $3,263-55.2% | $2,270-35.5% |
| Participant deferral / active EE | $989 | $3,039-67.5% | $3,964-75.1% | $3,740-73.6% |
| Admin fee / account holder | $321 | $396-18.9% | $5,615-94.3% | $513-37.4% |