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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL BENEFIT SERVICES INC Service code 13 | Contract Administrator | $3,033 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $900 |
PROFESSIONAL BENEFIT SERVICES4+ years Service code 13 1193 ROYVONNE AVE ST STE22 · SALEM, OR 97302 | Contract Administrator | $255 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $86 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,828 | $43,999-68.6% | $79,467-82.6% | $55,725-75.2% |
| Participation rate | 37.0% | 66.9%-29.9pp | 73.3%-36.3pp | 70.9%-33.8pp |
| Annual return | 2.74% | 1.81%+0.9pp | 718.30%-715.6pp | 244.93%-242.2pp |
| Employer contribution / active EE | $420 | $1,830-77.0% | $2,800-85.0% | $2,078-79.8% |
| Participant deferral / active EE | $1,469 | $2,538-42.1% | $3,704-60.3% | $3,356-56.2% |
| Admin fee / account holder | $12 | $118-89.9% | $5,104-99.8% | $115-89.7% |