Filed February 26, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES Service code 28 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $95,891 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,397 | $36,916-61.0% | $156,551-90.8% | $57,658-75.0% |
| Participation rate | 99.8% | 63.4%+36.4pp | 84.0%+15.8pp | 70.2%+29.6pp |
| Annual return | 4.82% | 12.38%-7.6pp | 32.23%-27.4pp | 5.13%-0.3pp |
| Employer contribution / active EE | $1,344 | $1,571-14.4% | $5,501-75.6% | $1,974-31.9% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $140 | $82+70.2% | $13,028-98.9% | $95+48.5% |