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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) | $2,544 |
STONES RIVER CONSULTING2 years Filed as: STONES RIVER CONSULTING, INC.. Service code 26 · EIN 45-3783933 2441 Q OLD FORT PARKWAY #407 · MURFREESBORO, TN 371284162 | Advisory (Participants) | $1,100 |
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 | $3,416 | $71,523-95.2% | $98,461-96.5% | $71,511-95.2% |
| Participation rate | 99.2% | 72.7%+26.5pp | 75.2%+24.0pp | 67.9%+31.2pp |
| Annual return | 20.96% | 32.43%-11.5pp | 21.17%-0.2pp | 28.86%-7.9pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,049-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,594 | $4,109-61.2% | $4,738-66.4% | $4,291-62.9% |
| Admin fee / account holder | $94 | $1,676-94.4% | $8,961-99.0% | $1,588-94.1% |