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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,076 | $131,799+41.2% | $200,582-7.2% | $85,563+117.5% |
| Participation rate | 77.8% | 87.9%-10.1pp | 86.9%-9.1pp | 66.0%+11.9pp |
| Annual return | 14.60% | 21.59%-7.0pp | 42.33%-27.7pp | 31.51%-16.9pp |
| Employer contribution / active EE | $6,898 | $4,532+52.2% | $6,419+7.5% | $2,654+159.9% |
| Participant deferral / active EE | $7,853 | $7,702+2.0% | $9,331-15.8% | $4,375+79.5% |
| Admin fee / account holder | $794 | $235+237.9% | $16,305-95.1% | $834-4.8% |