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) | $323,003 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $46,045 |
PASI, LLC10+ years Service code 13 10 TALCOTT NOTCH RD STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $45,407 |
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 | $161,206 | $129,021+24.9% | $184,203-12.5% | $77,643+107.6% |
| Participation rate | 78.8% | 87.3%-8.6pp | 86.8%-8.1pp | 70.6%+8.2pp |
| Annual return | 13.32% | 33.27%-20.0pp | 28.81%-15.5pp | 31.24%-17.9pp |
| Employer contribution / active EE | $6,135 | $4,413+39.0% | $6,427-4.5% | $2,726+125.1% |
| Participant deferral / active EE | $7,273 | $7,297-0.3% | $9,131-20.4% | $4,647+56.5% |
| Admin fee / account holder | $720 | $254+183.4% | $13,901-94.8% | $430+67.2% |