Filed January 19, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $38,615 |
Filed as: RAYMOND JAMES INSURANCE GROUP, INC. Service code 26 880 CARILLON PKWY · ST PETERSBERG, FL 33716 | Advisory (Participants) | $34,177 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,657 | $91,517-23.9% | $101,271-31.2% | $73,412-5.1% |
| Participation rate | 72.3% | 73.8%-1.4pp | 75.8%-3.5pp | 72.2%+0.2pp |
| Annual return | 13.56% | 17.17%-3.6pp | 46.48%-32.9pp | 59.30%-45.7pp |
| Employer contribution / active EE | $1,205 | $2,877-58.1% | $3,660-67.1% | $2,234-46.0% |
| Participant deferral / active EE | $3,267 | $3,338-2.1% | $4,371-25.3% | $3,806-14.2% |
| Admin fee / account holder | $314 | $216+45.3% | $5,948-94.7% | $158+98.6% |