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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 27 880 CARILLON PKWY #4 FL 5 · SAINT PETERSBURG, FL 337161102 | Advisory (Plan) | $21,204 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $39,678 | $65,960-39.8% | $81,844-51.5% | $77,736-49.0% |
| Participation rate | 39.1% | 65.8%-26.7pp | 72.4%-33.3pp | 70.6%-31.5pp |
| Annual return | 14.05% | 26.64%-12.6pp | 778.87%-764.8pp | 31.26%-17.2pp |
| Employer contribution / active EE | $163 | $2,375-93.2% | $2,916-94.4% | $2,728-94.0% |
| Participant deferral / active EE | $1,836 | $3,505-47.6% | $4,323-57.5% | $4,651-60.5% |
| Admin fee / account holder | $123 | $526-76.7% | $7,355-98.3% | $433-71.7% |