Filed April 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $96,112 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $32,725 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,532 | $34,634-23.4% | $77,100-65.6% | $64,824-59.1% |
| Participation rate | 93.4% | 49.8%+43.5pp | 67.9%+25.5pp | 71.5%+21.9pp |
| Annual return | -18.64% | -5.31%-13.3pp | 42.35%-61.0pp | 32.84%-51.5pp |
| Employer contribution / active EE | $4,510 | $1,385+225.7% | $2,815+60.2% | $2,507+79.9% |
| Participant deferral / active EE | $3,650 | $2,553+43.0% | $4,430-17.6% | $4,311-15.3% |
| Admin fee / account holder | $203 | $178+14.0% | $5,443-96.3% | $188+8.2% |