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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $8,749 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 99 · EIN 59-2937883 | Other Fees | $0 |
TPA SERVICES, INC.5 years Service code 49 · EIN 84-1571661 7108 S ALTON WAY · CENTENNIAL, CO 80112 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,193 | $86,655+0.6% | $119,608-27.1% | $66,930+30.3% |
| Participation rate | 35.1% | 75.6%-40.5pp | 79.3%-44.2pp | 69.8%-34.7pp |
| Annual return | -16.01% | -8.00%-8.0pp | -14.98%-1.0pp | 1.57%-17.6pp |
| Employer contribution / active EE | $955 | $2,536-62.3% | $4,232-77.4% | $2,545-62.5% |
| Participant deferral / active EE | $2,124 | $4,358-51.3% | $5,601-62.1% | $4,238-49.9% |
| Admin fee / account holder | $208 | $755-72.4% | $10,326-98.0% | $593-64.9% |