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 | $86,861 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $35,215 |
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 | $154,155 | $63,745+141.8% | $98,442+56.6% | $79,386+94.2% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 18.53% | 625.80%-607.3pp | 1492.73%-1474.2pp | 116.85%-98.3pp |
| Employer contribution / active EE | $5,464 | $2,557+113.7% | $2,960+84.6% | $2,427+125.1% |
| Participant deferral / active EE | $9,225 | $3,303+179.3% | $4,276+115.7% | $4,046+128.0% |
| Admin fee / account holder | $591 | $516+14.6% | $5,949-90.1% | $626-5.7% |