Filed April 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,185 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $22,265 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,217 | $37,463+15.4% | $77,100-43.9% | $66,949-35.4% |
| Participation rate | 90.0% | 52.9%+37.1pp | 67.9%+22.1pp | 69.8%+20.2pp |
| Annual return | -9.26% | -3.25%-6.0pp | 42.35%-51.6pp | 1.57%-10.8pp |
| Employer contribution / active EE | $2,310 | $1,535+50.5% | $2,815-18.0% | $2,545-9.3% |
| Participant deferral / active EE | $3,392 | $2,621+29.4% | $4,430-23.4% | $4,239-20.0% |
| Admin fee / account holder | $250 | $568-56.0% | $5,443-95.4% | $594-57.9% |