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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 · EIN 59-1237041 | Other Commissions | $5,891 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,919 | $63,314+10.4% | $91,004-23.2% | $62,293+12.2% |
| Participation rate | 60.0% | 73.3%-13.3pp | 75.6%-15.6pp | 69.5%-9.5pp |
| Annual return | 13.30% | 21.00%-7.7pp | 4.60%+8.7pp | 28.90%-15.6pp |
| Employer contribution / active EE | $629 | $1,807-65.2% | $2,456-74.4% | $2,042-69.2% |
| Participant deferral / active EE | $2,139 | $2,944-27.3% | $3,548-39.7% | $3,169-32.5% |
| Admin fee / account holder | $16 | $468-96.5% | $5,417-99.7% | $479-96.6% |