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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 19 PO BOX 14527 · ST. PETERSEBURG, FL 337334527 | Securities Custodian | $20,461 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,132 | $96,236+24.8% | $133,698-10.1% | $80,959+48.4% |
| Participation rate | 83.7% | 71.2%+12.5pp | 76.4%+7.3pp | 67.7%+16.1pp |
| Annual return | 7.95% | 28.74%-20.8pp | 580.90%-572.9pp | 35.67%-27.7pp |
| Employer contribution / active EE | $4,186 | $3,350+24.9% | $4,218-0.7% | $2,757+51.8% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,016-100.0% | $4,300-100.0% |
| Admin fee / account holder | $176 | $8,250-97.9% | $6,703-97.4% | $6,925-97.5% |