Filed June 16, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES9+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $281,413 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $47,462 |
PASI, LLC9+ years Service code 13 · EIN 26-1407927 | Contract Administrator | $45,068 |
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 | $145,233 | $95,274+52.4% | $135,903+6.9% | $74,419+95.2% |
| Participation rate | 72.8% | 78.2%-5.3pp | 81.9%-9.1pp | 70.7%+2.1pp |
| Annual return | 19.75% | 32.77%-13.0pp | 68.23%-48.5pp | 34.38%-14.6pp |
| Employer contribution / active EE | $5,690 | $3,874+46.9% | $4,856+17.2% | $2,637+115.7% |
| Participant deferral / active EE | $6,660 | $7,782-14.4% | $7,758-14.1% | $4,528+47.1% |
| Admin fee / account holder | $640 | $266+140.6% | $10,762-94.1% | $348+84.1% |