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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 59-2937883 | Advisory (Participants) | $10,856 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $708 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,234 | $67,984-65.8% | $65,493-64.5% | $74,304-68.7% |
| Participation rate | 74.7% | 66.3%+8.4pp | 73.1%+1.6pp | 60.3%+14.4pp |
| Annual return | 10.87% | 19.87%-9.0pp | 982.45%-971.6pp | 29.43%-18.6pp |
| Employer contribution / active EE | $1,159 | $2,491-53.5% | $2,574-55.0% | $2,241-48.3% |
| Participant deferral / active EE | $1,236 | $3,346-63.1% | $3,961-68.8% | $3,767-67.2% |
| Admin fee / account holder | $228 | $1,373-83.4% | $5,028-95.5% | $2,969-92.3% |