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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $83,041 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $67,389 |
FORVIS, LLP3 years Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $16,958 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,870 | $79,634+22.9% | $64,489+51.8% | $79,634+22.9% |
| Participation rate | 60.7% | 62.5%-1.8pp | 67.7%-7.0pp | 62.5%-1.8pp |
| Annual return | 12.26% | 36.46%-24.2pp | 55.03%-42.8pp | 36.46%-24.2pp |
| Employer contribution / active EE | $940 | $2,529-62.8% | $1,523-38.3% | $2,529-62.8% |
| Participant deferral / active EE | $3,536 | $3,835-7.8% | $2,778+27.3% | $3,835-7.8% |
| Admin fee / account holder | $560 | $1,002-44.1% | $4,260-86.9% | $1,002-44.1% |