Filed June 30, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL CENTER Service code 50 · EIN 59-1237041 | Direct Payment | $59,979 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $12,785 |
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 | $135,811 | $80,211+69.3% | $74,184+83.1% | $63,975+112.3% |
| Participation rate | 88.0% | 84.2%+3.8pp | 76.6%+11.4pp | 71.1%+16.8pp |
| Annual return | 78.18% | 14.13%+64.1pp | 17.74%+60.4pp | 48.65%+29.5pp |
| Employer contribution / active EE | $2,172 | $2,553-14.9% | $2,370-8.4% | $2,182-0.5% |
| Participant deferral / active EE | $3,407 | $4,370-22.0% | $3,550-4.0% | $3,356+1.5% |
| Admin fee / account holder | $31 | $67-54.3% | $5,586-99.5% | $70-56.4% |