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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $26,815 |
Filed as: RAYMOND JAMES INSURANCE GROUP, INC. Service code 55 | Other Commissions | $8,175 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC. Service code 55 PO BOX 23698 · ST PETERSBURG, FL 33742 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,715 | $55,453+11.3% | $170,435-63.8% | $62,293-0.9% |
| Participation rate | 47.1% | 66.4%-19.3pp | 83.6%-36.5pp | 69.5%-22.4pp |
| Annual return | 16.14% | 21.38%-5.2pp | 205.94%-189.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $575 | $2,164-73.4% | $5,432-89.4% | $2,042-71.8% |
| Participant deferral / active EE | $1,295 | $2,303-43.8% | $4,939-73.8% | $3,169-59.1% |
| Admin fee / account holder | $234 | $455-48.6% | $13,881-98.3% | $479-51.2% |