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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINC. SVCS ADVISORS Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · SAINT PETERSBURG, FL 337161102 | Advisory (Participants) | $16,188 |
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $685 |
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 | $58,346 | $52,961+10.2% | $172,752-66.2% | $65,185-10.5% |
| Participation rate | 91.8% | 66.2%+25.6pp | 82.6%+9.1pp | 70.2%+21.6pp |
| Annual return | 20.56% | 30.12%-9.6pp | 802.97%-782.4pp | 29.38%-8.8pp |
| Employer contribution / active EE | $2,246 | $2,190+2.5% | $5,144-56.3% | $2,177+3.2% |
| Participant deferral / active EE | $4,920 | $2,471+99.1% | $5,198-5.3% | $3,514+40.0% |
| Admin fee / account holder | $83 | $472-82.4% | $13,955-99.4% | $847-90.2% |