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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 27 · EIN 59-1237041 | Advisory (Plan) | $20,282 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $13,333 |
Filed as: THE RETIREMENT ADVANTAGE Service code 14 · EIN 39-1816008 | Plan Administrator | $3,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,774 | $26,140+17.7% | $58,507-47.4% | $74,473-58.7% |
| Participation rate | 31.1% | 32.1%-1.0pp | 50.9%-19.8pp | 70.7%-39.6pp |
| Annual return | 19.85% | 32.51%-12.7pp | 4252.32%-4232.5pp | 34.36%-14.5pp |
| Employer contribution / active EE | $901 | $537+67.9% | $1,053-14.5% | $2,638-65.8% |
| Participant deferral / active EE | $1,850 | $1,075+72.1% | $1,922-3.7% | $4,530-59.2% |
| Admin fee / account holder | $225 | $652-65.4% | $2,486-90.9% | $347-35.0% |