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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 | $71,197+16.5% | $93,669-11.4% | $80,925+2.5% |
| Participation rate | 90.9% | 60.4%+30.5pp | 68.7%+22.2pp | 67.7%+23.3pp |
| Annual return | 9.81% | 11.27%-1.5pp | 133.59%-123.8pp | 35.65%-25.8pp |
| Employer contribution / active EE | $837 | $1,565-46.5% | $2,424-65.4% | $2,756-69.6% |
| Participant deferral / active EE | $3,171 | $4,036-21.4% | $4,416-28.2% | $4,299-26.2% |
| Admin fee / account holder | $227 | $6,959-96.7% | $8,291-97.3% | $6,940-96.7% |