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 | $92,689 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $38,634 |
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 | $145,006 | $58,312+148.7% | $86,656+67.3% | $71,529+102.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 19.16% | 24.08%-4.9pp | 593.09%-573.9pp | 28.97%-9.8pp |
| Employer contribution / active EE | $7,162 | $2,576+178.0% | $3,025+136.7% | $2,590+176.5% |
| Participant deferral / active EE | $10,199 | $3,439+196.5% | $4,439+129.8% | $4,291+137.7% |
| Admin fee / account holder | $545 | $1,057-48.4% | $5,619-90.3% | $1,588-65.7% |