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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $74,676 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 16 · EIN 59-1531281 | Consulting | $20,444 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,811 | $51,283+61.5% | $95,740-13.5% | $71,511+15.8% |
| Participation rate | 99.5% | 63.1%+36.4pp | 72.3%+27.3pp | 67.9%+31.6pp |
| Annual return | 18.32% | 25.25%-6.9pp | 28.41%-10.1pp | 28.86%-10.5pp |
| Employer contribution / active EE | $2,699 | $1,817+48.5% | $2,836-4.8% | $2,589+4.2% |
| Participant deferral / active EE | $4,774 | $3,365+41.9% | $4,244+12.5% | $4,291+11.3% |
| Admin fee / account holder | $293 | $1,135-74.1% | $5,676-94.8% | $1,588-81.5% |