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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $47,264 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $46,145 |
Filed as: THE BENEFIT ADVANTAGE Service code 15 · EIN 38-3254950 | Recordkeeping | $14,867 |
AVINTUS1 year Filed as: AVINTUS, LLC Service code 14 · EIN 04-3682160 | Plan Administrator | $13,504 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,730 | $107,415-77.0% | $135,982-81.8% | $80,169-69.2% |
| Participation rate | 65.2% | 78.0%-12.8pp | 81.9%-16.7pp | 72.9%-7.7pp |
| Annual return | 117.21% | 91.99%+25.2pp | 68.32%+48.9pp | 40.39%+76.8pp |
| Employer contribution / active EE | $411 | $3,878-89.4% | $4,859-91.5% | $2,978-86.2% |
| Participant deferral / active EE | $3,346 | $8,189-59.1% | $7,760-56.9% | $5,016-33.3% |
| Admin fee / account holder | $182 | $127+43.3% | $10,767-98.3% | $145+25.5% |