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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES5+ years Service code 27 50 CHESTNUT STREET · DAYTON, OH 45440 | Advisory (Plan) | $31,239 |
USI CONSULTING GROUP4 years Filed as: USI CONSULTING GROUP, INC. Service code 13 · EIN 06-1053228 100 SUMMIT LAKE DRIVE · VALHALLA, NY 10595 | Contract Administrator | $12,440 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,209 | $80,763+12.9% | $102,412-10.9% | $74,459+22.5% |
| Participation rate | 72.2% | 65.7%+6.5pp | 74.5%-2.3pp | 67.2%+5.0pp |
| Annual return | 13.12% | 27.57%-14.5pp | 24.94%-11.8pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $2,646 | $3,160-16.3% | $3,870-31.6% | $2,626+0.8% |
| Participant deferral / active EE | $5,172 | $3,862+33.9% | $5,060+2.2% | $4,350+18.9% |
| Admin fee / account holder | $301 | $2,371-87.3% | $8,388-96.4% | $1,945-84.5% |