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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $25,526 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,489 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $329,840 | $77,908+323.4% | $149,696+120.3% | $75,173+338.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.62% | 31.73%-19.1pp | 134.46%-121.8pp | 160.72%-148.1pp |
| Employer contribution / active EE | $12,335 | $3,138+293.1% | $4,821+155.9% | $2,671+361.8% |
| Participant deferral / active EE | $8,127 | $3,411+138.2% | $5,682+43.0% | $4,126+97.0% |
| Admin fee / account holder | $1,114 | $5,950-81.3% | $13,212-91.6% | $5,651-80.3% |