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 | $83,828 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $37,433 |
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 | $122,614 | $51,197+139.5% | $82,719+48.2% | $66,914+83.2% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -15.93% | -9.64%-6.3pp | 701.18%-717.1pp | 1.58%-17.5pp |
| Employer contribution / active EE | $6,955 | $2,611+166.4% | $3,009+131.1% | $2,544+173.4% |
| Participant deferral / active EE | $9,319 | $3,458+169.5% | $4,395+112.0% | $4,237+119.9% |
| Admin fee / account holder | $502 | $416+20.8% | $5,329-90.6% | $593-15.4% |