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 | $67,594+69.7% | $77,361+48.3% | $69,733+64.5% |
| Participation rate | 85.4% | 71.7%+13.7pp | 75.0%+10.4pp | 62.5%+22.9pp |
| Annual return | 12.08% | 19.20%-7.1pp | 1011.54%-999.5pp | 15.22%-3.1pp |
| Employer contribution / active EE | $2,684 | $2,649+1.3% | $2,990-10.2% | $2,250+19.3% |
| Participant deferral / active EE | $6,229 | $3,401+83.1% | $3,911+59.3% | $3,054+103.9% |
| Admin fee / account holder | $197 | $1,159-83.0% | $5,894-96.6% | $3,102-93.6% |