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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $74,081 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,610 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,752 | $73,863+175.8% | $143,797+41.7% | $68,490+197.5% |
| Participation rate | 79.8% | 66.7%+13.1pp | 80.3%-0.6pp | 67.9%+11.9pp |
| Annual return | -18.72% | 0.91%-19.6pp | -0.04%-18.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,494 | $3,185-53.1% | $4,952-69.8% | $2,597-42.5% |
| Participant deferral / active EE | $978 | $3,385-71.1% | $5,638-82.7% | $4,028-75.7% |
| Admin fee / account holder | $905 | $5,756-84.3% | $14,679-93.8% | $5,403-83.2% |