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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,365 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $10,821 |
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 | $67,220 | $31,679+112.2% | $74,722-10.0% | $65,185+3.1% |
| Participation rate | 34.5% | 40.4%-5.8pp | 54.5%-20.0pp | 70.2%-35.7pp |
| Annual return | 19.08% | 39.04%-20.0pp | 753.11%-734.0pp | 29.38%-10.3pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,317 | $1,191+10.6% | $1,963-32.9% | $3,514-62.5% |
| Admin fee / account holder | $389 | $379+2.6% | $3,335-88.3% | $847-54.1% |