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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 26 · EIN 59-1199408 PO BOX 23641 · ST. PETERSBURG, FL 33742 | Advisory (Participants) | $21,992 |
PAYCHEX, INC.1 year Filed as: PAYCHEX INC Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,148 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,617 | $55,470-23.2% | $155,556-72.6% | $74,478-42.8% |
| Participation rate | 78.8% | 61.9%+16.9pp | 78.2%+0.5pp | 67.2%+11.5pp |
| Annual return | 14.18% | 269.80%-255.6pp | 64.84%-50.7pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $1,807 | $2,267-20.3% | $4,675-61.4% | $2,626-31.2% |
| Participant deferral / active EE | $3,376 | $2,838+19.0% | $5,631-40.0% | $4,350-22.4% |
| Admin fee / account holder | $295 | $1,744-83.1% | $15,885-98.1% | $1,946-84.8% |