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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES INSURANCE GROUP Service code 53 9595 WILSHIRE BLVD STE 300 · BEVERLY HILLS, CA 90212 | Insurance Commissions | $5,466 |
Filed as: DYATECH LLC Service code 15 · EIN 64-0936231 | Recordkeeping | $911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,926 | $60,165-45.3% | $74,184-55.6% | $55,167-40.3% |
| Participation rate | 34.0% | 74.2%-40.2pp | 76.6%-42.6pp | 69.0%-35.0pp |
| Annual return | 11.26% | 10.00%+1.3pp | 17.74%-6.5pp | 169.23%-158.0pp |
| Employer contribution / active EE | $825 | $1,600-48.5% | $2,370-65.2% | $1,963-58.0% |
| Participant deferral / active EE | $2,218 | $2,973-25.4% | $3,550-37.5% | $3,054-27.4% |
| Admin fee / account holder | $24 | $419-94.2% | $5,586-99.6% | $504-95.2% |