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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 19 PO BOX 14527 · ST. PETERSEBURG, FL 337334527 | Securities Custodian | $11,870 |
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 | $84,003 | $91,019-7.7% | $392,568-78.6% | $72,976+15.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | 9.80% | 20.00%-10.2pp | 24.42%-14.6pp | 81.02%-71.2pp |
| Employer contribution / active EE | $3,490 | $2,751+26.9% | $3,783-7.7% | $2,440+43.0% |
| Participant deferral / active EE | $0 | $4,570-100.0% | $5,985-100.0% | $3,608-100.0% |
| Admin fee / account holder | $97 | $4,895-98.0% | $6,260-98.4% | $5,124-98.1% |