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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES9+ years Filed as: RAYMOND JAMES INSURANCE GROUP, INC. Service code 27 · EIN 59-1237041 880 CARILLON PKW · ST PETERSBURG, FL 33716 | Advisory (Plan) | $19,507 |
Filed as: DYATECH LLC Service code 13 · EIN 64-0936231 381 HIGHLAND COLO · RIDGELAND, MS 39157 | Contract Administrator | $3,381 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 880 CARILLON PKWY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $800 |
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,252 | $55,470-32.8% | $155,556-76.1% | $74,478-50.0% |
| Participation rate | 86.2% | 61.9%+24.3pp | 78.2%+8.0pp | 67.2%+19.0pp |
| Annual return | 22.71% | 269.80%-247.1pp | 64.84%-42.1pp | 1370.56%-1347.9pp |
| Employer contribution / active EE | $1,147 | $2,267-49.4% | $4,675-75.5% | $2,626-56.3% |
| Participant deferral / active EE | $1,450 | $2,838-48.9% | $5,631-74.3% | $4,350-66.7% |
| Admin fee / account holder | $266 | $1,744-84.7% | $15,885-98.3% | $1,946-86.3% |