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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,798 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $11,368 |
Annual investment return 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 | $82,969 | $71,230+16.5% | $93,727-11.5% | $80,959+2.5% |
| Participation rate | 90.9% | 60.4%+30.5pp | 68.7%+22.2pp | 67.7%+23.2pp |
| Annual return | 9.81% | 11.26%-1.4pp | 133.83%-124.0pp | 35.67%-25.9pp |
| Employer contribution / active EE | $837 | $1,565-46.5% | $2,421-65.4% | $2,757-69.6% |
| Participant deferral / active EE | $3,171 | $4,037-21.5% | $4,417-28.2% | $4,300-26.3% |
| Admin fee / account holder | $227 | $6,961-96.7% | $8,292-97.3% | $6,925-96.7% |