Filed July 10, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $109,178 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $44,458 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,513 | $60,305+182.8% | $81,780+108.5% | $74,400+129.2% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 13.18% | 16.89%-3.7pp | 776.27%-763.1pp | 1367.51%-1354.3pp |
| Employer contribution / active EE | $6,615 | $2,623+152.2% | $2,914+127.0% | $2,624+152.1% |
| Participant deferral / active EE | $11,059 | $3,390+226.2% | $4,321+156.0% | $4,348+154.3% |
| Admin fee / account holder | $678 | $1,484-54.3% | $7,384-90.8% | $1,944-65.1% |