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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $33,270 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,045 |
JOHNSON BANK5 years Filed as: JOHNSON, HICKEY, MURCHISON Service code 10 2215 OLAN MILLS DR · CHATTANOOGA, TN 37421 | Accounting | $12,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,317 | $50,956+36.0% | $96,570-28.2% | $86,821-20.2% |
| Participation rate | 39.8% | 65.2%-25.4pp | 69.8%-30.0pp | 72.3%-32.5pp |
| Annual return | 16.10% | 21.27%-5.2pp | 37.79%-21.7pp | 97.94%-81.8pp |
| Employer contribution / active EE | $629 | $1,111-43.4% | $2,357-73.3% | $2,406-73.9% |
| Participant deferral / active EE | $1,089 | $2,954-63.1% | $3,849-71.7% | $4,132-73.6% |
| Admin fee / account holder | $416 | $166+150.3% | $6,182-93.3% | $170+145.1% |