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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 53 · EIN 59-1199408 | Insurance Commissions | $12,686 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,917 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $86,362 | $60,165+43.5% | $74,184+16.4% | $55,167+56.5% |
| Participation rate | 89.7% | 74.2%+15.5pp | 76.6%+13.1pp | 69.0%+20.7pp |
| Annual return | 6.00% | 10.00%-4.0pp | 17.74%-11.7pp | 169.23%-163.2pp |
| Employer contribution / active EE | $2,264 | $1,600+41.5% | $2,370-4.5% | $1,963+15.3% |
| Participant deferral / active EE | $5,088 | $2,973+71.2% | $3,550+43.3% | $3,054+66.6% |
| Admin fee / account holder | $91 | $419-78.3% | $5,586-98.4% | $504-81.9% |