Filed April 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,841 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $11,866 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,955 | $56,134+3.2% | $96,171-39.7% | $85,847-32.5% |
| Participation rate | 80.0% | 56.7%+23.3pp | 68.4%+11.6pp | 69.3%+10.7pp |
| Annual return | 10.06% | 42.30%-32.2pp | 192.04%-182.0pp | 318.61%-308.5pp |
| Employer contribution / active EE | $2,305 | $1,620+42.3% | $2,799-17.6% | $2,565-10.1% |
| Participant deferral / active EE | $3,190 | $2,858+11.6% | $4,350-26.7% | $3,952-19.3% |
| Admin fee / account holder | $313 | $3,769-91.7% | $5,538-94.4% | $6,261-95.0% |