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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $17,693 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $13,038 |
THOMPSON HINE1 year Filed as: THOMPSON ROGERS & WILLIAMS Service code 10 501 S. GERMANTOWN RD · CHATTANOOGA, TN 37411 | Accounting | $7,600 |
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.
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 | $42,484 | $42,546-0.1% | $71,796-40.8% | $55,167-23.0% |
| Participation rate | 50.5% | 59.1%-8.7pp | 69.1%-18.7pp | 69.0%-18.5pp |
| Annual return | 4.66% | 12.36%-7.7pp | 78.04%-73.4pp | 169.23%-164.6pp |
| Employer contribution / active EE | $651 | $803-18.9% | $1,924-66.2% | $1,963-66.8% |
| Participant deferral / active EE | $1,053 | $2,064-49.0% | $2,794-62.3% | $3,054-65.5% |
| Admin fee / account holder | $304 | $650-53.2% | $4,815-93.7% | $504-39.6% |