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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1517485 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $36,744 |
Service code 13 · EIN 82-0433443 3101 W MAIN ST, STE 100 · BOISE, ID 83702 | Contract Administrator | $6,755 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,696 | $55,932-32.6% | $76,735-50.9% | $67,986-44.6% |
| Participation rate | 95.5% | 50.8%+44.7pp | 69.5%+26.0pp | 57.2%+38.2pp |
| Annual return | 19.41% | 23.10%-3.7pp | 29.77%-10.4pp | 31.67%-12.3pp |
| Employer contribution / active EE | $2,376 | $1,487+59.8% | $2,454-3.2% | $2,019+17.7% |
| Participant deferral / active EE | $3,675 | $2,558+43.7% | $4,088-10.1% | $3,358+9.4% |
| Admin fee / account holder | $206 | $4,907-95.8% | $7,189-97.1% | $3,203-93.6% |