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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $22,967 |
Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 59-2937883 | Advisory (Participants) | $10,045 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,111 | $73,459-63.1% | $178,528-84.8% | $74,429-63.6% |
| Participation rate | 39.2% | 66.5%-27.3pp | 77.1%-37.9pp | 67.2%-28.0pp |
| Annual return | 14.65% | 17.50%-2.8pp | 27.11%-12.5pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $1,454 | $2,219-34.5% | $3,950-63.2% | $2,625-44.6% |
| Participant deferral / active EE | $2,264 | $4,515-49.9% | $6,278-63.9% | $4,348-47.9% |
| Admin fee / account holder | $197 | $1,812-89.2% | $10,419-98.1% | $1,944-89.9% |