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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,116 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $10,635 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,875 | $79,700-78.8% | $153,643-89.0% | $74,459-77.3% |
| Participation rate | 67.6% | 69.8%-2.2pp | 77.1%-9.5pp | 67.2%+0.4pp |
| Annual return | 15.81% | 15.07%+0.7pp | 15.71%+0.1pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $2,446 | $4,016-39.1% | $5,039-51.5% | $2,626-6.8% |
| Participant deferral / active EE | $3,040 | $5,315-42.8% | $6,754-55.0% | $4,350-30.1% |
| Admin fee / account holder | $306 | $1,790-82.9% | $12,739-97.6% | $1,945-84.3% |