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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES FINANCIAL SERV. INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $61,203 |
Annual investment return 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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,400 | $37,196-69.4% | $154,108-92.6% | $55,725-79.5% |
| Participation rate | 96.9% | 64.1%+32.8pp | 83.0%+13.8pp | 70.9%+26.0pp |
| Annual return | -6.37% | 1319.68%-1326.0pp | 735.21%-741.6pp | 244.93%-251.3pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $143 | $102+40.5% | $13,411-98.9% | $115+24.0% |