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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $16,405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,803 | $47,977-35.8% | $154,114-80.0% | $56,287-45.3% |
| Participation rate | 44.2% | 66.2%-21.9pp | 83.0%-38.8pp | 69.9%-25.6pp |
| Annual return | -5.19% | 3.54%-8.7pp | 735.16%-740.4pp | -9.96%+4.8pp |
| Employer contribution / active EE | $603 | $2,169-72.2% | $5,298-88.6% | $2,111-71.5% |
| Participant deferral / active EE | $979 | $2,392-59.1% | $5,081-80.7% | $3,350-70.8% |
| Admin fee / account holder | $286 | $438-34.7% | $13,411-97.9% | $521-45.1% |