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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $27,744 |
Service code 49 · EIN 11-3271022 401 BROADHOLLOW RD · MELVILLE, NY 11747 | Other Services | $5,487 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,686 | $91,474+9.0% | $135,982-26.7% | $71,529+39.4% |
| Participation rate | 71.3% | 75.7%-4.4pp | 81.9%-10.6pp | 67.9%+3.4pp |
| Annual return | 22.63% | 29.89%-7.3pp | 68.32%-45.7pp | 28.97%-6.3pp |
| Employer contribution / active EE | $2,668 | $3,705-28.0% | $4,859-45.1% | $2,590+3.0% |
| Participant deferral / active EE | $4,797 | $7,095-32.4% | $7,760-38.2% | $4,291+11.8% |
| Admin fee / account holder | $296 | $1,267-76.7% | $10,767-97.3% | $1,588-81.4% |