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 | $65,084+76.2% | $67,681+69.5% | $64,340+78.3% |
| Participation rate | 85.4% | 66.7%+18.6pp | 73.7%+11.6pp | 55.2%+30.1pp |
| Annual return | 12.08% | 20.50%-8.4pp | 590.58%-578.5pp | 24.14%-12.1pp |
| Employer contribution / active EE | $2,684 | $2,398+11.9% | $2,678+0.2% | $1,862+44.2% |
| Participant deferral / active EE | $6,229 | $3,210+94.0% | $3,976+56.7% | $2,980+109.0% |
| Admin fee / account holder | $197 | $1,415-86.0% | $6,100-96.8% | $3,703-94.7% |