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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 33 · EIN 16-1055456 400 SPENCER STREET · SYRACUSE, NY 13204 | Securities brokerage; Other fees | $9,632 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,216 | $55,437-83.4% | $155,534-94.1% | $74,459-87.6% |
| Participation rate | 79.0% | 61.9%+17.1pp | 78.2%+0.8pp | 67.2%+11.8pp |
| Annual return | 11.49% | 269.58%-258.1pp | 64.92%-53.4pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $1,062 | $2,266-53.1% | $4,675-77.3% | $2,626-59.6% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,630-100.0% | $4,350-100.0% |
| Admin fee / account holder | $35 | $1,742-98.0% | $15,900-99.8% | $1,945-98.2% |