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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES AND ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $20,870 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $19,738 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $3,761 |
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 | $94,084 | $45,109+108.6% | $85,240+10.4% | $77,762+21.0% |
| Participation rate | 25.4% | 48.7%-23.2pp | 67.5%-42.1pp | 70.6%-45.2pp |
| Annual return | 31.70% | 79.55%-47.9pp | 66.75%-35.1pp | 31.27%+0.4pp |
| Employer contribution / active EE | $814 | $1,602-49.2% | $2,735-70.2% | $2,728-70.2% |
| Participant deferral / active EE | $1,641 | $2,814-41.7% | $4,527-63.8% | $4,651-64.7% |
| Admin fee / account holder | $340 | $915-62.8% | $6,165-94.5% | $433-21.4% |