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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 | $36,002-68.9% | $161,489-93.1% | $64,728-82.7% |
| Participation rate | 52.3% | 57.4%-5.1pp | 78.7%-26.4pp | 57.9%-5.6pp |
| Annual return | 9.77% | 33.93%-24.2pp | 89.72%-80.0pp | 49.38%-39.6pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $1,597 | $1,815-12.0% | $5,630-71.6% | $2,729-41.5% |
| Admin fee / account holder | $175 | $931-81.2% | $16,006-98.9% | $1,145-84.7% |