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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 19 PO BOX 14527 · ST. PETERSEBURG, FL 337334527 | Securities Custodian | $13,045 |
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 | $86,445 | $95,762-9.7% | $379,746-77.2% | $79,856+8.3% |
| Participation rate | 100.0% | 74.0%+26.0pp | 78.4%+21.6pp | 69.6%+30.4pp |
| Annual return | 3.76% | 18.26%-14.5pp | 34.90%-31.1pp | 31.71%-28.0pp |
| Employer contribution / active EE | $3,793 | $2,695+40.7% | $3,540+7.2% | $2,471+53.5% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $6,024-100.0% | $3,741-100.0% |
| Admin fee / account holder | $109 | $6,745-98.4% | $7,927-98.6% | $5,306-98.0% |