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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES9+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 880 CARILLON PARKWAY · ST PETERSBERG, FL 33716 | Advisory (Plan) | $26,418 |
PENSION PLAN SPECIALISTS, PC9+ years Service code 13 | Contract Administrator | $10,000 |
PENSION PLAN SPECIALISTS, PC9+ years Filed as: PENSION PLAN SPECIALISTS Service code 13 805 BROADWAY SUITE 600 · VANCOUVER, WA 98660 | Contract Administrator | $4,636 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,959 | $53,165+22.2% | $86,209-24.6% | $74,440-12.7% |
| Participation rate | 53.9% | 64.9%-10.9pp | 69.0%-15.0pp | 70.7%-16.8pp |
| Annual return | 13.68% | 22.64%-9.0pp | 1169.05%-1155.4pp | 34.37%-20.7pp |
| Employer contribution / active EE | $812 | $1,210-32.9% | $2,381-65.9% | $2,638-69.2% |
| Participant deferral / active EE | $3,055 | $3,234-5.5% | $3,986-23.3% | $4,529-32.5% |
| Admin fee / account holder | $57 | $551-89.7% | $6,853-99.2% | $348-83.7% |