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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $32,094 |
Filed as: RAYMOND JAMES INSURANCE GROUP, INC. Service code 55 PO BOX 23698 · ST. PETERSBURG, FL 33742 | Other Commissions | $10,927 |
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 | $60,105 | $47,977+25.3% | $154,111-61.0% | $56,287+6.8% |
| Participation rate | 43.9% | 66.2%-22.3pp | 83.0%-39.2pp | 69.9%-26.0pp |
| Annual return | -4.08% | 3.54%-7.6pp | 735.18%-739.3pp | -9.96%+5.9pp |
| Employer contribution / active EE | $572 | $2,169-73.6% | $5,298-89.2% | $2,111-72.9% |
| Participant deferral / active EE | $1,351 | $2,392-43.5% | $5,081-73.4% | $3,350-59.7% |
| Admin fee / account holder | $274 | $438-37.4% | $13,411-98.0% | $521-47.3% |