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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 99 · EIN 59-2937883 | Other Fees | $32,946 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,028 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,074 | $93,182-44.1% | $146,643-64.5% | $79,391-34.4% |
| Participation rate | 82.9% | 76.4%+6.4pp | 80.1%+2.8pp | 70.7%+12.2pp |
| Annual return | 14.88% | 21.61%-6.7pp | 22.75%-7.9pp | 116.88%-102.0pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,137-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,314 | $4,169-20.5% | $5,506-39.8% | $4,046-18.1% |
| Admin fee / account holder | $8 | $585-98.7% | $10,280-99.9% | $627-98.8% |