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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 26 · EIN 59-1199408 PO BOX 23641 · ST. PETERSBURG, FL 33742 | Advisory (Participants) | $25,610 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,711 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,284 | $102,393-78.2% | $147,041-84.8% | $80,911-72.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.67% | 134.95%-120.3pp | 419.21%-404.5pp | 35.63%-21.0pp |
| Employer contribution / active EE | $1,796 | $3,715-51.7% | $4,935-63.6% | $2,756-34.8% |
| Participant deferral / active EE | $11,011 | $6,647+65.7% | $8,071+36.4% | $4,297+156.2% |
| Admin fee / account holder | $185 | $7,943-97.7% | $13,006-98.6% | $6,935-97.3% |