Filed March 18, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $247,263 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $88,185 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,831 | $63,321+43.4% | $68,791+32.0% | $77,904+16.6% |
| Participation rate | 81.6% | 71.1%+10.4pp | 69.0%+12.5pp | 73.7%+7.9pp |
| Annual return | -15.20% | -6.50%-8.7pp | -6.38%-8.8pp | 12.21%-27.4pp |
| Employer contribution / active EE | $4,069 | $2,794+45.6% | $2,655+53.2% | $2,848+42.9% |
| Participant deferral / active EE | $9,223 | $4,029+128.9% | $3,941+134.0% | $4,806+91.9% |
| Admin fee / account holder | $296 | $104+183.5% | $4,932-94.0% | $133+123.1% |