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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 | $102,385-78.2% | $147,080-84.8% | $80,935-72.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.67% | 135.09%-120.4pp | 420.17%-405.5pp | 35.66%-21.0pp |
| Employer contribution / active EE | $1,796 | $3,717-51.7% | $4,933-63.6% | $2,757-34.8% |
| Participant deferral / active EE | $11,011 | $6,651+65.6% | $8,066+36.5% | $4,299+156.1% |
| Admin fee / account holder | $185 | $7,951-97.7% | $12,989-98.6% | $6,924-97.3% |