Filed April 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $94,171 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $30,601 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,523 | $41,151-4.0% | $80,648-51.0% | $71,529-44.7% |
| Participation rate | 94.7% | 50.2%+44.5pp | 67.0%+27.7pp | 67.9%+26.8pp |
| Annual return | 15.50% | 38.49%-23.0pp | 937.21%-921.7pp | 28.97%-13.5pp |
| Employer contribution / active EE | $8,188 | $1,513+441.1% | $2,724+200.6% | $2,590+216.2% |
| Participant deferral / active EE | $6,838 | $2,700+153.2% | $4,443+53.9% | $4,291+59.3% |
| Admin fee / account holder | $290 | $1,842-84.3% | $5,382-94.6% | $1,588-81.8% |