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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES INSURANCE GROUP, INC. Service code 55 880 CARILLON PKW · ST PETERSBURG, FL 33716 | Other Commissions | $16,138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,182 | $47,977-39.2% | $154,111-81.1% | $56,287-48.2% |
| Participation rate | 54.6% | 66.2%-11.5pp | 83.0%-28.4pp | 69.9%-15.2pp |
| Annual return | 7.80% | 3.54%+4.3pp | 735.18%-727.4pp | -9.96%+17.8pp |
| Employer contribution / active EE | $1,064 | $2,169-50.9% | $5,298-79.9% | $2,111-49.6% |
| Participant deferral / active EE | $1,506 | $2,392-37.0% | $5,081-70.3% | $3,350-55.0% |
| Admin fee / account holder | $5 | $438-98.8% | $13,411-100.0% | $521-99.0% |