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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $74,680 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 99 · EIN 59-2937883 | Other Fees | $24,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,094 | $81,908-55.9% | $90,749-60.2% | $64,808-44.3% |
| Participation rate | 82.1% | 80.5%+1.6pp | 75.7%+6.4pp | 71.5%+10.6pp |
| Annual return | -18.08% | -12.53%-5.5pp | -12.16%-5.9pp | 32.82%-50.9pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $2,921-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,114 | $4,840-35.7% | $4,564-31.8% | $4,310-27.8% |
| Admin fee / account holder | $172 | $157+9.5% | $8,445-98.0% | $188-8.4% |