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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $32,781 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,031 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 15 · EIN 85-0833363 | Recordkeeping | $10,067 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,129 | $73,360-42.6% | $177,989-76.3% | $74,495-43.4% |
| Participation rate | 47.1% | 66.6%-19.5pp | 77.1%-30.0pp | 67.2%-20.1pp |
| Annual return | -38.69% | 17.49%-56.2pp | 294.48%-333.2pp | 1364.94%-1403.6pp |
| Employer contribution / active EE | $2,446 | $2,216+10.3% | $3,949-38.1% | $2,623-6.8% |
| Participant deferral / active EE | $5,234 | $4,513+16.0% | $6,276-16.6% | $4,346+20.4% |
| Admin fee / account holder | $399 | $1,808-77.9% | $10,363-96.1% | $1,942-79.4% |