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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $10,848 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,519 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,188 | $59,186-25.3% | $76,768-42.4% | $56,287-21.5% |
| Participation rate | 91.2% | 75.2%+15.9pp | 77.0%+14.2pp | 69.9%+21.3pp |
| Annual return | -3.17% | 6.62%-9.8pp | 2.43%-5.6pp | -9.96%+6.8pp |
| Employer contribution / active EE | $1,213 | $1,759-31.0% | $2,485-51.2% | $2,111-42.5% |
| Participant deferral / active EE | $3,189 | $3,255-2.0% | $3,852-17.2% | $3,350-4.8% |
| Admin fee / account holder | $101 | $489-79.4% | $6,675-98.5% | $521-80.7% |