Filed July 10, 2023 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $66,414 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $28,238 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,944 | $66,124+104.1% | $90,461+49.2% | $73,497+83.6% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 15.92% | 17.65%-1.7pp | 1294.76%-1278.8pp | 28.51%-12.6pp |
| Employer contribution / active EE | $2,803 | $2,346+19.5% | $3,264-14.1% | $2,270+23.5% |
| Participant deferral / active EE | $8,047 | $3,039+164.8% | $3,964+103.0% | $3,740+115.2% |
| Admin fee / account holder | $485 | $396+22.4% | $5,617-91.4% | $513-5.5% |