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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,633 | $82,917+96.1% | $103,333+57.4% | $77,643+109.5% |
| Participation rate | 98.8% | 71.6%+27.3pp | 74.5%+24.3pp | 70.6%+28.3pp |
| Annual return | 11.91% | 19.13%-7.2pp | 24.88%-13.0pp | 31.24%-19.3pp |
| Employer contribution / active EE | $4,981 | $3,552+40.3% | $3,868+28.8% | $2,726+82.7% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $33 | $638-94.8% | $8,355-99.6% | $430-92.3% |