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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,358 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $12,139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,416 | $60,776-2.2% | $85,682-30.7% | $79,386-25.2% |
| Participation rate | 53.3% | 62.1%-8.8pp | 69.9%-16.6pp | 70.7%-17.5pp |
| Annual return | 10.28% | 16.57%-6.3pp | 21.49%-11.2pp | 116.85%-106.6pp |
| Employer contribution / active EE | $772 | $1,663-53.6% | $2,618-70.5% | $2,427-68.2% |
| Participant deferral / active EE | $2,598 | $2,919-11.0% | $3,923-33.8% | $4,046-35.8% |
| Admin fee / account holder | $284 | $438-35.3% | $6,873-95.9% | $626-54.7% |