Filed February 26, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES Service code 28 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $97,148 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,689 | $37,117-55.0% | $147,617-88.7% | $55,191-69.8% |
| Participation rate | 99.8% | 63.6%+36.2pp | 84.6%+15.2pp | 69.2%+30.6pp |
| Annual return | -1.04% | 3.44%-4.5pp | 61.98%-63.0pp | 10.78%-11.8pp |
| Employer contribution / active EE | $1,631 | $1,620+0.6% | $5,564-70.7% | $1,899-14.1% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $177 | $86+106.8% | $11,612-98.5% | $91+94.9% |