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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,368 |
Filed as: RAYMOND JAMES FIN SERVICES ADVISOR Service code 26 · EIN 59-1531281 | Advisory (Participants) | $8,872 |
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 | $22,590 | $55,472-59.3% | $155,567-85.5% | $74,546-69.7% |
| Participation rate | 85.7% | 61.9%+23.8pp | 78.2%+7.5pp | 67.2%+18.5pp |
| Annual return | 9.10% | 268.72%-259.6pp | 64.74%-55.6pp | 1366.03%-1356.9pp |
| Employer contribution / active EE | $1,547 | $2,269-31.8% | $4,674-66.9% | $2,624-41.0% |
| Participant deferral / active EE | $2,076 | $2,838-26.8% | $5,628-63.1% | $4,347-52.2% |
| Admin fee / account holder | $89 | $1,743-94.9% | $15,916-99.4% | $1,944-95.4% |