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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 MAZARS, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $97,870 | $50,529+93.7% | $66,042+48.2% | $85,563+14.4% |
| Participation rate | 60.7% | 57.7%+3.0pp | 67.5%-6.8pp | 66.0%-5.3pp |
| Annual return | 12.26% | 18.34%-6.1pp | 52.11%-39.9pp | 31.51%-19.3pp |
| Employer contribution / active EE | $940 | $1,111-15.4% | $1,579-40.5% | $2,654-64.6% |
| Participant deferral / active EE | $3,536 | $2,768+27.7% | $2,835+24.7% | $4,375-19.2% |
| Admin fee / account holder | $560 | $1,005-44.3% | $5,747-90.3% | $834-32.9% |