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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FSA INC Service code 26 | Advisory (Participants) | $13,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,171 | $69,159-40.5% | $125,175-67.1% | $67,579-39.1% |
| Participation rate | 64.7% | 78.2%-13.5pp | 79.8%-15.0pp | 71.3%-6.5pp |
| Annual return | 2.59% | 27.12%-24.5pp | 43.79%-41.2pp | 378.56%-376.0pp |
| Employer contribution / active EE | $1,580 | $2,023-21.9% | $3,865-59.1% | $2,148-26.4% |
| Participant deferral / active EE | $3,257 | $3,700-12.0% | $4,937-34.0% | $3,539-8.0% |
| Admin fee / account holder | $265 | $142+87.0% | $9,702-97.3% | $142+86.3% |