Filed November 18, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $69,750 |
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $27,161 |
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 | $77,552 | $75,388+2.9% | $123,553-37.2% | $55,725+39.2% |
| Participation rate | 96.5% | 75.7%+20.8pp | 82.3%+14.2pp | 70.9%+25.6pp |
| Annual return | -5.21% | 4.48%-9.7pp | 119.21%-124.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $7,141 | $3,063+133.1% | $4,628+54.3% | $2,078+243.6% |
| Participant deferral / active EE | $6,923 | $5,651+22.5% | $6,426+7.7% | $3,356+106.3% |
| Admin fee / account holder | $136 | $120+13.5% | $9,284-98.5% | $115+18.0% |