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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,533 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $24,369 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,267 | $69,012-12.7% | $160,009-62.3% | $68,486-12.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -17.39% | -9.65%-7.7pp | 408.85%-426.2pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,188 | $2,212-46.3% | $4,225-71.9% | $2,597-54.2% |
| Participant deferral / active EE | $8,272 | $4,212+96.4% | $6,183+33.8% | $4,028+105.4% |
| Admin fee / account holder | $606 | $4,798-87.4% | $8,715-93.0% | $5,404-88.8% |