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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 26 · EIN 59-1237041 10883 PEARL ROAD, SUITE 202 · STRONGSVILLE, OH 44136 | Advisory (Participants) | $13,451 |
Service code 13 · EIN 34-1723189 6190 COCHRAN ROAD, SUITE D · SOLON, OH 44139 | Contract Administrator | $1,400 |
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 | $57,979 | $47,448+22.2% | $94,993-39.0% | $62,293-6.9% |
| Participation rate | 49.0% | 66.5%-17.5pp | 73.9%-24.9pp | 69.5%-20.5pp |
| Annual return | 16.34% | 22.64%-6.3pp | 27.14%-10.8pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,189 | $1,300-8.6% | $2,603-54.3% | $2,042-41.8% |
| Participant deferral / active EE | $1,469 | $2,375-38.1% | $3,317-55.7% | $3,169-53.6% |
| Admin fee / account holder | $221 | $434-49.1% | $4,960-95.5% | $479-53.9% |