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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,993 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $10,604 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,798 | $28,109+102.1% | $71,089-20.1% | $56,289+0.9% |
| Participation rate | 35.6% | 40.4%-4.8pp | 54.6%-19.1pp | 69.9%-34.3pp |
| Annual return | -5.57% | -615.05%+609.5pp | 650.65%-656.2pp | -9.96%+4.4pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,141 | $1,116+2.3% | $1,873-39.0% | $3,350-65.9% |
| Admin fee / account holder | $375 | $585-35.9% | $3,082-87.8% | $521-28.0% |