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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,435 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $12,401 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,309 | $59,813+7.5% | $79,580-19.2% | $68,486-6.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -11.91% | -12.30%+0.4pp | 0.15%-12.1pp | -7.85%-4.1pp |
| Employer contribution / active EE | $660 | $1,505-56.2% | $2,413-72.7% | $2,597-74.6% |
| Participant deferral / active EE | $3,059 | $3,024+1.1% | $3,985-23.2% | $4,028-24.0% |
| Admin fee / account holder | $196 | $4,835-95.9% | $6,835-97.1% | $5,404-96.4% |