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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $8,532 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,400 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $308 |
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 | $33,605 | $70,002-52.0% | $115,037-70.8% | $52,331-35.8% |
| Participation rate | 73.3% | 72.1%+1.2pp | 81.4%-8.0pp | 68.1%+5.2pp |
| Annual return | 4.87% | 4.04%+0.8pp | 26.14%-21.3pp | 4.54%+0.3pp |
| Employer contribution / active EE | $3,745 | $2,715+37.9% | $4,608-18.7% | $1,882+99.0% |
| Participant deferral / active EE | $6,265 | $4,920+27.3% | $6,026+4.0% | $3,022+107.3% |
| Admin fee / account holder | $88 | $566-84.5% | $8,175-98.9% | $592-85.2% |