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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $39,015 |
ERISA SERVICES, INC.3 years Filed as: ERISA SERVICES, INC Service code 49 · EIN 62-1200951 | Other Services | $7,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,189 | $46,464-75.9% | $150,298-92.6% | $79,634-85.9% |
| Participation rate | 52.3% | 57.0%-4.6pp | 77.8%-25.4pp | 62.5%-10.2pp |
| Annual return | 9.77% | 27.89%-18.1pp | 62.79%-53.0pp | 36.46%-26.7pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,597 | $2,157-26.0% | $5,453-70.7% | $3,835-58.4% |
| Admin fee / account holder | $175 | $891-80.3% | $14,116-98.8% | $1,002-82.5% |