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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 99 · EIN 59-2937883 | Other Fees | $23,427 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $15,700 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,705 | $44,898-91.7% | $85,187-95.7% | $199,960-98.1% |
| Participation rate | 24.9% | 45.7%-20.9pp | 67.5%-42.7pp | 72.0%-47.1pp |
| Annual return | 31.42% | 20.98%+10.4pp | 66.67%-35.2pp | 34.28%-2.9pp |
| Employer contribution / active EE | $0 | $1,367-100.0% | $2,732-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $243 | $2,670-90.9% | $4,525-94.6% | $5,087-95.2% |
| Admin fee / account holder | $14 | $585-97.7% | $6,162-99.8% | $269-95.0% |