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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $39,036 |
Filed as: RAYMOND JAMES FSA Service code 26 · EIN 59-2937883 | Advisory (Participants) | $21,610 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,460 | $91,517-46.0% | $101,264-51.2% | $73,412-32.6% |
| Participation rate | 73.9% | 73.8%+0.2pp | 75.8%-1.9pp | 72.2%+1.8pp |
| Annual return | 15.49% | 17.17%-1.7pp | 46.48%-31.0pp | 59.30%-43.8pp |
| Employer contribution / active EE | $1,855 | $2,877-35.5% | $3,660-49.3% | $2,234-17.0% |
| Participant deferral / active EE | $3,271 | $3,338-2.0% | $4,370-25.2% | $3,806-14.1% |
| Admin fee / account holder | $285 | $216+32.2% | $5,947-95.2% | $158+80.8% |