Filed November 27, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $12,500 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES, I Service code 27 · EIN 59-1531281 | Advisory (Plan) | $12,500 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,988 |
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 | $49,768 | $53,925-7.7% | $75,501-34.1% | $69,631-28.5% |
| Participation rate | 90.5% | 71.2%+19.3pp | 72.4%+18.2pp | 70.7%+19.9pp |
| Annual return | 14.94% | 17.84%-2.9pp | 27.35%-12.4pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $1,016 | $1,802-43.6% | $2,352-56.8% | $2,032-50.0% |
| Participant deferral / active EE | $3,059 | $2,569+19.1% | $3,142-2.7% | $3,224-5.1% |
| Admin fee / account holder | $26 | $97-73.5% | $5,801-99.6% | $110-76.7% |