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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1517485 | Advisory (Plan) | $5,004 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,555 | $62,267+5.3% | $110,243-40.5% | $55,725+17.6% |
| Participation rate | 62.1% | 78.1%-16.1pp | 79.8%-17.8pp | 70.9%-8.8pp |
| Annual return | 182.18% | -1.07%+183.2pp | 314.76%-132.6pp | 244.93%-62.7pp |
| Employer contribution / active EE | $2,308 | $1,941+18.9% | $3,827-39.7% | $2,078+11.1% |
| Participant deferral / active EE | $4,984 | $3,516+41.8% | $4,672+6.7% | $3,356+48.5% |
| Admin fee / account holder | $37 | $121-69.4% | $8,548-99.6% | $115-67.9% |