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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 26 · EIN 59-2937883 | Advisory (Participants) | $18,633 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,406 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,095 | $63,314-50.9% | $91,004-65.8% | $62,293-50.1% |
| Participation rate | 92.9% | 73.3%+19.6pp | 75.6%+17.3pp | 69.5%+23.4pp |
| Annual return | 20.62% | 21.00%-0.4pp | 4.60%+16.0pp | 28.90%-8.3pp |
| Employer contribution / active EE | $1,258 | $1,807-30.4% | $2,456-48.8% | $2,042-38.4% |
| Participant deferral / active EE | $3,419 | $2,944+16.1% | $3,548-3.6% | $3,169+7.9% |
| Admin fee / account holder | $188 | $468-59.8% | $5,417-96.5% | $479-60.7% |