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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES, I Service code 27 · EIN 59-1531281 | Advisory (Plan) | $20,160 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,942 |
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 | $70,926 | $63,924+11.0% | $108,582-34.7% | $55,167+28.6% |
| Participation rate | 98.3% | 74.3%+23.9pp | 79.6%+18.7pp | 69.0%+29.3pp |
| Annual return | 7.73% | 15.31%-7.6pp | -51.70%+59.4pp | 169.23%-161.5pp |
| Employer contribution / active EE | $3,296 | $1,879+75.4% | $3,758-12.3% | $1,963+68.0% |
| Participant deferral / active EE | $2,918 | $3,067-4.8% | $4,311-32.3% | $3,054-4.5% |
| Admin fee / account holder | $85 | $618-86.3% | $7,645-98.9% | $504-83.2% |