Filed September 22, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-2937883 | Advisory (Plan) | $120,986 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $71,831 |
Filed as: MESIROW Service code 50 · EIN 36-3429599 | Direct Payment | $27,955 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,691 | $108,549-22.0% | $156,263-45.8% | $85,563-1.0% |
| Participation rate | 88.4% | 77.1%+11.3pp | 78.9%+9.5pp | 66.0%+22.4pp |
| Annual return | 13.33% | 21.79%-8.5pp | 59.47%-46.1pp | 31.51%-18.2pp |
| Employer contribution / active EE | $1,208 | $2,690-55.1% | $4,333-72.1% | $2,654-54.5% |
| Participant deferral / active EE | $2,826 | $4,800-41.1% | $6,158-54.1% | $4,375-35.4% |
| Admin fee / account holder | $313 | $650-51.8% | $14,255-97.8% | $834-62.4% |