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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 27 880 CARILLON PKWY ATTN CONSULTING- · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $27,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,916 | $61,356+48.2% | $149,696-39.3% | $71,511+27.1% |
| Participation rate | 64.9% | 62.5%+2.3pp | 78.8%-13.9pp | 67.9%-3.1pp |
| Annual return | 15.98% | 35.86%-19.9pp | 134.46%-118.5pp | 28.86%-12.9pp |
| Employer contribution / active EE | $1,702 | $2,382-28.5% | $4,821-64.7% | $2,589-34.3% |
| Participant deferral / active EE | $3,077 | $2,920+5.4% | $5,682-45.8% | $4,291-28.3% |
| Admin fee / account holder | $416 | $1,263-67.0% | $13,212-96.8% | $1,588-73.8% |