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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 20 · EIN 59-1237041 | Trustee (individual) | $22,537 |
Filed as: GREATWEST LIFE & ANNUITY INS CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $12,654 |
Service code 13 | Contract Administrator | $1,249 |
Filed as: AZALEA ADMINISTRATION, LLC Service code 13 · EIN 27-0711617 | Contract Administrator | $908 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $48,069 | $87,733-45.2% | $106,554-54.9% | $85,851-44.0% |
| Participation rate | 54.8% | 71.9%-17.1pp | 76.1%-21.3pp | 69.3%-14.5pp |
| Annual return | 10.99% | 21.86%-10.9pp | 26.80%-15.8pp | 318.63%-307.6pp |
| Employer contribution / active EE | $477 | $2,073-77.0% | $2,819-83.1% | $2,565-81.4% |
| Participant deferral / active EE | $2,027 | $3,469-41.6% | $4,398-53.9% | $3,952-48.7% |
| Admin fee / account holder | $450 | $6,767-93.3% | $7,408-93.9% | $6,261-92.8% |