Filed June 16, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES7+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $297,647 |
PASI, LLC7+ years Service code 13 · EIN 26-1407927 | Contract Administrator | $46,013 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $39,067 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,464 | $104,336+27.9% | $159,455-16.3% | $86,813+53.7% |
| Participation rate | 74.9% | 77.7%-2.9pp | 82.8%-8.0pp | 72.3%+2.6pp |
| Annual return | 8.86% | 26.32%-17.5pp | 263.63%-254.8pp | 97.93%-89.1pp |
| Employer contribution / active EE | $6,284 | $3,451+82.1% | $4,830+30.1% | $2,406+161.2% |
| Participant deferral / active EE | $7,677 | $6,837+12.3% | $7,353+4.4% | $4,131+85.8% |
| Admin fee / account holder | $608 | $172+253.3% | $10,800-94.4% | $170+258.8% |