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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES I Service code 55 PO BOX 12749 · ST PETERSBERG, FL 33176 | Other Commissions | $19,365 |
HENRY & PETERS, PC2+ years Service code 10 · EIN 75-1503978 | Accounting | $9,578 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,752 |
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.
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 | $71,405 | $74,089-3.6% | $133,975-46.7% | $55,167+29.4% |
| Participation rate | 99.1% | 84.3%+14.8pp | 87.1%+12.0pp | 69.0%+30.1pp |
| Annual return | 6.21% | 12.11%-5.9pp | 29.29%-23.1pp | 169.23%-163.0pp |
| Employer contribution / active EE | $2,119 | $3,064-30.8% | $5,211-59.3% | $1,963+8.0% |
| Participant deferral / active EE | $3,287 | $4,678-29.7% | $6,282-47.7% | $3,054+7.6% |
| Admin fee / account holder | $107 | $458-76.7% | $9,324-98.9% | $504-78.8% |