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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,466 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 | Other Services | $15,373 |
PROFESSIONAL BENEFIT SERVICES6+ years Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 13 · EIN 93-0998477 1193 ROYVONNE AVE. SE SUITE 22 · SALEM, OR 97302 | Contract Administrator | $0 |
Filed as: RAYMOND JAMES Service code 49 · EIN 59-1199408 | Other Services | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,008,326 | $66,124+1424.9% | $90,440+1014.9% | $73,493+1272.0% |
| Participation rate | 0.0% | 69.7%-69.7pp | 72.7%-72.7pp | 70.7%-70.7pp |
| Annual return | 11.51% | 17.65%-6.1pp | 1294.38%-1282.9pp | 28.51%-17.0pp |
| Employer contribution / active EE | $1,364 | $2,346-41.9% | $3,263-58.2% | $2,270-39.9% |
| Participant deferral / active EE | $2,896 | $3,039-4.7% | $3,964-26.9% | $3,740-22.6% |
| Admin fee / account holder | $9,278 | $396+2241.6% | $5,615+65.2% | $513+1708.2% |