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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 26 · EIN 59-1199408 PO BOX 23641 · ST PETERSBURG, FL 33742 | Advisory (Participants) | $35,133 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,510 | $54,193-56.6% | $93,681-74.9% | $77,692-69.7% |
| Participation rate | 84.2% | 63.9%+20.2pp | 68.7%+15.4pp | 70.6%+13.6pp |
| Annual return | 14.13% | 30.54%-16.4pp | 133.47%-119.3pp | 31.25%-17.1pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,422-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,672 | $3,144+16.8% | $4,415-16.8% | $4,648-21.0% |
| Admin fee / account holder | $114 | $576-80.2% | $8,290-98.6% | $431-73.5% |