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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 | $44,980+109.2% | $85,063+10.6% | $77,692+21.1% |
| Participation rate | 25.4% | 48.6%-23.2pp | 67.5%-42.1pp | 70.6%-45.2pp |
| Annual return | 31.70% | 79.13%-47.4pp | 66.54%-34.8pp | 31.25%+0.5pp |
| Employer contribution / active EE | $814 | $1,607-49.4% | $2,727-70.2% | $2,726-70.1% |
| Participant deferral / active EE | $1,641 | $2,804-41.5% | $4,523-63.7% | $4,648-64.7% |
| Admin fee / account holder | $340 | $911-62.7% | $6,155-94.5% | $431-21.0% |