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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES&ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $16,434 |
CROW HOLDINGS CAPITAL2 years Filed as: CROW SHIELDS BAILEY PC Service code 10 · EIN 63-0968374 | Accounting | $13,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,252 |
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 | $52,449 | $83,477-37.2% | $125,175-58.1% | $72,985-28.1% |
| Participation rate | 63.2% | 73.3%-10.2pp | 79.8%-16.6pp | 69.5%-6.3pp |
| Annual return | 22.80% | 25.78%-3.0pp | 43.79%-21.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,286 | $3,585-36.3% | $4,937-53.7% | $3,607-36.6% |
| Admin fee / account holder | $540 | $5,517-90.2% | $9,702-94.4% | $5,124-89.5% |