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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASOCIATES Service code 99 | Other Fees | $35,803 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 99 | Other Fees | $8,111 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 99 · EIN 59-1237041 | Other Fees | $0 |
Service code 99 · EIN 59-2937883 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $30,118 | $105,581-71.5% | $70,494-57.3% | $90,274-66.6% |
| Participation rate | 28.7% | 77.5%-48.8pp | 75.1%-46.4pp | 73.4%-44.7pp |
| Annual return | 17.96% | 14.78%+3.2pp | 109.16%-91.2pp | 53.97%-36.0pp |
| Employer contribution / active EE | $178 | $3,304-94.6% | $2,738-93.5% | $2,523-93.0% |
| Participant deferral / active EE | $1,155 | $3,813-69.7% | $3,711-68.9% | $4,231-72.7% |
| Admin fee / account holder | $190 | $68+181.4% | $3,848-95.1% | $114+66.6% |