Filed April 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,413 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $20,783 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,556 | $41,151+27.7% | $80,648-34.8% | $71,529-26.5% |
| Participation rate | 90.1% | 50.2%+39.9pp | 67.0%+23.1pp | 67.9%+22.2pp |
| Annual return | 15.85% | 38.49%-22.6pp | 937.21%-921.4pp | 28.97%-13.1pp |
| Employer contribution / active EE | $2,803 | $1,513+85.2% | $2,724+2.9% | $2,590+8.2% |
| Participant deferral / active EE | $3,728 | $2,700+38.1% | $4,443-16.1% | $4,291-13.1% |
| Admin fee / account holder | $281 | $1,842-84.7% | $5,382-94.8% | $1,588-82.3% |