Filed April 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $81,761 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $29,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,930 | $57,140-26.6% | $85,240-50.8% | $80,959-48.2% |
| Participation rate | 86.2% | 56.4%+29.8pp | 67.5%+18.7pp | 67.7%+18.5pp |
| Annual return | 10.73% | 21.71%-11.0pp | 66.75%-56.0pp | 35.67%-24.9pp |
| Employer contribution / active EE | $21,495 | $1,802+1092.9% | $2,735+685.9% | $2,757+679.6% |
| Participant deferral / active EE | $20,742 | $3,115+565.8% | $4,527+358.2% | $4,300+382.3% |
| Admin fee / account holder | $372 | $4,992-92.6% | $6,165-94.0% | $6,925-94.6% |