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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 | $65,191+50.1% | $124,067-21.1% | $65,191+50.1% |
| Participation rate | 60.7% | 63.0%-2.3pp | 66.9%-6.2pp | 63.0%-2.3pp |
| Annual return | 12.26% | 51.24%-39.0pp | 31.06%-18.8pp | 51.24%-39.0pp |
| Employer contribution / active EE | $940 | $2,400-60.9% | $2,166-56.6% | $2,400-60.9% |
| Participant deferral / active EE | $3,536 | $2,671+32.4% | $3,463+2.1% | $2,671+32.4% |
| Admin fee / account holder | $560 | $907-38.3% | $7,351-92.4% | $907-38.3% |