Filed July 28, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES AND ASSO INC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $30,233 |
Service code 37 · EIN 35-0145825 | Loan Processing | $21,580 |
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 | $56,285 | $46,732+20.4% | $156,551-64.0% | $55,167+2.0% |
| Participation rate | 79.1% | 65.8%+13.3pp | 84.0%-4.9pp | 69.0%+10.1pp |
| Annual return | 8.78% | 17.72%-8.9pp | 32.23%-23.4pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,157 | $2,105-45.0% | $5,501-79.0% | $1,963-41.1% |
| Participant deferral / active EE | $3,148 | $2,204+42.8% | $4,871-35.4% | $3,054+3.1% |
| Admin fee / account holder | $158 | $418-62.1% | $13,028-98.8% | $504-68.6% |