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) | $326,439 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $98,201 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,593 | $81,357+45.8% | $75,972+56.1% | $199,593-40.6% |
| Participation rate | 83.6% | 69.9%+13.7pp | 69.1%+14.6pp | 72.0%+11.6pp |
| Annual return | 15.68% | 16.32%-0.6pp | 359.55%-343.9pp | 34.25%-18.6pp |
| Employer contribution / active EE | $4,438 | $3,341+32.8% | $2,685+65.3% | $3,034+46.3% |
| Participant deferral / active EE | $10,386 | $4,710+120.5% | $4,255+144.1% | $5,087+104.2% |
| Admin fee / account holder | $332 | $144+129.6% | $6,467-94.9% | $269+23.4% |