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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,520 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $6,246 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,706 | $54,573+31.4% | $90,970-21.2% | $73,497-2.4% |
| Participation rate | 66.0% | 61.2%+4.8pp | 69.0%-3.0pp | 70.7%-4.7pp |
| Annual return | 10.47% | 16.69%-6.2pp | 134.60%-124.1pp | 28.51%-18.0pp |
| Employer contribution / active EE | $454 | $991-54.2% | $2,122-78.6% | $2,270-80.0% |
| Participant deferral / active EE | $3,521 | $2,517+39.9% | $3,373+4.4% | $3,740-5.9% |
| Admin fee / account holder | $296 | $521-43.3% | $5,961-95.0% | $513-42.4% |