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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 19 PO BOX 14527 · ST. PETERSEBURG, FL 337334527 | Securities Custodian | $14,469 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,766 | $102,065-10.1% | $453,569-79.8% | $85,847+6.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 13.09% | 25.44%-12.3pp | 64.43%-51.3pp | 318.61%-305.5pp |
| Employer contribution / active EE | $4,125 | $2,852+44.7% | $4,072+1.3% | $2,565+60.8% |
| Participant deferral / active EE | $0 | $4,789-100.0% | $6,211-100.0% | $3,952-100.0% |
| Admin fee / account holder | $118 | $5,717-97.9% | $11,214-99.0% | $6,261-98.1% |