Filed November 18, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $18,690 |
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $11,657 |
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 | $70,441 | $80,177-12.1% | $123,894-43.1% | $57,658+22.2% |
| Participation rate | 99.8% | 74.4%+25.4pp | 81.4%+18.4pp | 70.2%+29.6pp |
| Annual return | 7.49% | 17.90%-10.4pp | 47.52%-40.0pp | 5.13%+2.4pp |
| Employer contribution / active EE | $6,289 | $2,913+115.9% | $4,617+36.2% | $1,974+218.6% |
| Participant deferral / active EE | $6,339 | $5,130+23.6% | $5,984+5.9% | $3,061+107.1% |
| Admin fee / account holder | $52 | $106-51.5% | $8,357-99.4% | $95-45.4% |