Filed June 9, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1517485 | Advisory (Plan) | $25,644 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,633 | $83,023+95.9% | $102,437+58.8% | $77,762+109.1% |
| Participation rate | 98.8% | 71.5%+27.3pp | 74.5%+24.3pp | 70.6%+28.2pp |
| Annual return | 11.91% | 19.12%-7.2pp | 24.95%-13.0pp | 31.27%-19.4pp |
| Employer contribution / active EE | $4,981 | $3,552+40.2% | $3,871+28.7% | $2,728+82.6% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $33 | $639-94.8% | $8,388-99.6% | $433-92.3% |