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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $16,425 |
CROW HOLDINGS CAPITAL1 year Filed as: CROW SHIELDS BAILEY PC Service code 10 · EIN 63-0968374 | Accounting | $14,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,397 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,694 | $66,302-34.1% | $110,238-60.4% | $56,287-22.4% |
| Participation rate | 64.4% | 74.9%-10.6pp | 79.8%-15.5pp | 69.9%-5.5pp |
| Annual return | -5.33% | -1.18%-4.2pp | 314.74%-320.1pp | -9.96%+4.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,341 | $3,381-30.8% | $4,672-49.9% | $3,350-30.1% |
| Admin fee / account holder | $533 | $698-23.7% | $8,547-93.8% | $521+2.3% |