Filed September 9, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 49 · EIN 59-1237041 | Other Services | $33,582 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,412 |
THE BENEFIT ADVANTAGE, INC.4 years Service code 13 · EIN 38-3254950 | Contract Administrator | $9,051 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,702 | $64,705+77.3% | $62,929+82.3% | $67,986+68.7% |
| Participation rate | 85.4% | 65.6%+19.8pp | 73.1%+12.2pp | 57.2%+28.1pp |
| Annual return | 12.08% | 20.31%-8.2pp | 1063.93%-1051.8pp | 31.67%-19.6pp |
| Employer contribution / active EE | $2,684 | $2,376+13.0% | $2,505+7.2% | $2,019+33.0% |
| Participant deferral / active EE | $6,229 | $3,198+94.8% | $3,888+60.2% | $3,358+85.5% |
| Admin fee / account holder | $197 | $1,428-86.2% | $5,065-96.1% | $3,203-93.8% |