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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL SERV. INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $51,007 |
MATTHEWS BENEFIT GROUP, INC.2+ years Service code 15 · EIN 59-3056586 701 94TH AVENUE NORTH · ST PETERSBURG, FL 33702 | Recordkeeping | $13,035 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,708 | $36,916-57.4% | $156,551-90.0% | $57,658-72.8% |
| Participation rate | 97.7% | 63.4%+34.3pp | 84.0%+13.7pp | 70.2%+27.5pp |
| Annual return | 7.47% | 12.38%-4.9pp | 32.23%-24.8pp | 5.13%+2.3pp |
| Employer contribution / active EE | $2,296 | $1,571+46.2% | $5,501-58.3% | $1,974+16.3% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $169 | $82+104.3% | $13,028-98.7% | $95+78.3% |