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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FINANCIAL SERV. INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $61,203 |
MATTHEWS BENEFIT GROUP, INC.3+ years Service code 15 · EIN 59-3056586 701 94TH AVENUE NORTH · ST PETERSBURG, FL 33702 | Recordkeeping | $14,510 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,666 | $46,173-66.1% | $170,442-90.8% | $69,631-77.5% |
| Participation rate | 97.2% | 63.9%+33.3pp | 83.6%+13.6pp | 70.7%+26.6pp |
| Annual return | 14.71% | 21.62%-6.9pp | 205.93%-191.2pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $190 | $116+63.6% | $13,880-98.6% | $110+71.8% |