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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES, I Service code 26 880 CARILLON PKWY · SAINT PETERSBURG, FL 337161102 | Advisory (Participants) | $3,976 |
STONES RIVER CONSULTING3 years Filed as: STONES RIVER CONSULTING, INC.. Service code 26 · EIN 45-3783933 2441 Q OLD FORT PARKWAY #407 · MURFREESBORO, TN 371284162 | Advisory (Participants) | $1,098 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,491 | $78,607-93.0% | $105,624-94.8% | $74,478-92.6% |
| Participation rate | 86.4% | 72.8%+13.6pp | 75.3%+11.2pp | 67.2%+19.2pp |
| Annual return | 15.38% | 15.96%-0.6pp | 116.20%-100.8pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,168-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,660 | $4,325-61.6% | $5,013-66.9% | $4,350-61.8% |
| Admin fee / account holder | $142 | $2,220-93.6% | $10,961-98.7% | $1,946-92.7% |