Filed June 16, 2025 (most recent of 4 filings on file)
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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) | $188,024 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $42,865 |
PASI, LLC11+ years Service code 13 10 TALCOTT NOTCH RD STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $29,055 |
Filed as: THE RETIREMENT PLAN COMPANY,LLC Service code 13 P O BOX 306462 · NASHVILLE, TN 372306462 | Contract Administrator | $11,095 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $186,076 | $130,224+42.9% | $197,124-5.6% | $79,634+133.7% |
| Participation rate | 77.8% | 87.8%-10.0pp | 86.7%-8.9pp | 62.5%+15.3pp |
| Annual return | 14.60% | 23.65%-9.0pp | 44.34%-29.7pp | 36.46%-21.9pp |
| Employer contribution / active EE | $6,898 | $4,314+59.9% | $6,227+10.8% | $2,529+172.7% |
| Participant deferral / active EE | $7,853 | $7,378+6.4% | $9,135-14.0% | $3,835+104.8% |
| Admin fee / account holder | $794 | $254+212.1% | $16,298-95.1% | $1,002-20.7% |