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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 | $36,904-69.7% | $158,223-92.9% | $65,191-82.8% |
| Participation rate | 52.3% | 62.1%-9.8pp | 79.2%-26.9pp | 63.0%-10.7pp |
| Annual return | 9.77% | 24.43%-14.7pp | 52.09%-42.3pp | 51.24%-41.5pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,109-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $1,597 | $1,936-17.5% | $5,467-70.8% | $2,671-40.2% |
| Admin fee / account holder | $175 | $793-77.9% | $16,047-98.9% | $907-80.7% |