Filed May 11, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $5,732 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES ET9 · BUFFALO, NY 142016000 | Recordkeeping | $2,034 |
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 | $5,338 | $49,471-89.2% | $79,583-93.3% | $66,949-92.0% |
| Participation rate | 74.1% | 61.4%+12.8pp | 69.5%+4.7pp | 69.8%+4.3pp |
| Annual return | -17.95% | 84.30%-102.2pp | 0.16%-18.1pp | 1.57%-19.5pp |
| Employer contribution / active EE | $461 | $1,266-63.6% | $2,414-80.9% | $2,545-81.9% |
| Participant deferral / active EE | $1,277 | $3,160-59.6% | $3,986-68.0% | $4,239-69.9% |
| Admin fee / account holder | $82 | $595-86.2% | $6,835-98.8% | $594-86.2% |