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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Service code 26 880 CARILLON PKWY · ST. PETERSBURG, FL 337161102 | Advisory (Participants) | $5,420 |
Filed as: CPI QUALIFIED PLAN CONSULTANTS Service code 15 · EIN 48-1205033 | Recordkeeping | $5,212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,183 | $84,936-72.7% | $111,308-79.2% | $79,391-70.8% |
| Participation rate | 29.7% | 75.9%-46.1pp | 77.3%-47.6pp | 70.7%-41.0pp |
| Annual return | 13.89% | 17.45%-3.6pp | 54.67%-40.8pp | 116.88%-103.0pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,732-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,355 | $3,888-65.2% | $4,487-69.8% | $4,046-66.5% |
| Admin fee / account holder | $187 | $537-65.2% | $7,965-97.7% | $627-70.2% |