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 | $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 | $60,454+182.1% | $81,844+108.3% | $74,459+129.0% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 13.18% | 16.87%-3.7pp | 778.87%-765.7pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $6,615 | $2,630+151.6% | $2,916+126.8% | $2,626+151.9% |
| Participant deferral / active EE | $11,059 | $3,398+225.4% | $4,323+155.8% | $4,350+154.2% |
| Admin fee / account holder | $678 | $1,490-54.5% | $7,355-90.8% | $1,945-65.1% |