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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES5+ years Service code 27 · EIN 59-2937883 | Advisory (Plan) | $18,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,724 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,914 | $73,459-17.1% | $178,449-65.9% | $74,400-18.1% |
| Participation rate | 90.5% | 66.6%+23.9pp | 77.1%+13.4pp | 67.2%+23.2pp |
| Annual return | 14.74% | 17.50%-2.8pp | 27.09%-12.3pp | 1367.51%-1352.8pp |
| Employer contribution / active EE | $1,625 | $2,219-26.8% | $3,951-58.9% | $2,624-38.1% |
| Participant deferral / active EE | $3,956 | $4,515-12.4% | $6,277-37.0% | $4,348-9.0% |
| Admin fee / account holder | $85 | $1,812-95.3% | $10,362-99.2% | $1,944-95.6% |