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) | $265,928 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $74,026 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,732 | $70,115+52.2% | $70,515+51.4% | $80,160+33.1% |
| Participation rate | 81.0% | 71.7%+9.4pp | 68.3%+12.7pp | 72.9%+8.1pp |
| Annual return | 20.10% | 134.51%-114.4pp | 32.77%-12.7pp | 40.38%-20.3pp |
| Employer contribution / active EE | $4,358 | $3,021+44.2% | $2,973+46.5% | $2,978+46.3% |
| Participant deferral / active EE | $9,831 | $4,495+118.7% | $4,567+115.3% | $5,017+96.0% |
| Admin fee / account holder | $280 | $112+149.7% | $6,412-95.6% | $145+93.4% |