Filed June 9, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 28 · EIN 87-2361528 | Investment Management | $6,822 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,342 | $91,517+49.0% | $101,275+34.6% | $73,412+85.7% |
| Participation rate | 98.7% | 73.8%+24.9pp | 75.8%+22.9pp | 72.2%+26.5pp |
| Annual return | 17.80% | 17.17%+0.6pp | 46.48%-28.7pp | 59.30%-41.5pp |
| Employer contribution / active EE | $5,538 | $2,877+92.5% | $3,660+51.3% | $2,234+147.9% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $17 | $216-91.9% | $5,948-99.7% | $158-88.9% |