Filed April 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,835 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $21,290 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,296 | $60,022+20.4% | $88,946-18.7% | $84,808-14.8% |
| Participation rate | 87.1% | 57.8%+29.3pp | 68.8%+18.2pp | 68.3%+18.8pp |
| Annual return | 13.32% | 22.43%-9.1pp | 57.82%-44.5pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,098 | $1,703+81.9% | $2,555+21.2% | $2,631+17.7% |
| Participant deferral / active EE | $4,553 | $3,114+46.2% | $4,581-0.6% | $4,212+8.1% |
| Admin fee / account holder | $378 | $4,811-92.1% | $8,261-95.4% | $7,344-94.9% |