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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 | $55,437-59.3% | $155,534-85.5% | $74,459-69.7% |
| Participation rate | 85.7% | 61.9%+23.8pp | 78.2%+7.5pp | 67.2%+18.5pp |
| Annual return | 9.10% | 269.58%-260.5pp | 64.92%-55.8pp | 1369.70%-1360.6pp |
| Employer contribution / active EE | $1,547 | $2,266-31.7% | $4,675-66.9% | $2,626-41.1% |
| Participant deferral / active EE | $2,076 | $2,837-26.8% | $5,630-63.1% | $4,350-52.3% |
| Admin fee / account holder | $89 | $1,742-94.9% | $15,900-99.4% | $1,945-95.4% |