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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 27 · EIN 59-1531281 | Advisory (Plan) | $108,911 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $1,890 |
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 | $123,694 | $64,286+92.4% | $90,970+36.0% | $73,412+68.5% |
| Participation rate | 98.8% | 63.6%+35.2pp | 69.0%+29.8pp | 72.2%+26.6pp |
| Annual return | 29.49% | 21.46%+8.0pp | 134.58%-105.1pp | 59.30%-29.8pp |
| Employer contribution / active EE | $4,969 | $895+455.5% | $2,122+134.1% | $2,234+122.5% |
| Participant deferral / active EE | $11,618 | $2,453+373.6% | $3,373+244.4% | $3,806+205.3% |
| Admin fee / account holder | $168 | $287-41.5% | $5,960-97.2% | $158+6.3% |