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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 59-2937883 | Advisory (Participants) | $13,377 |
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 | $25,372 | $84,493-70.0% | $125,381-79.8% | $66,938-62.1% |
| Participation rate | 91.4% | 76.4%+15.0pp | 82.4%+9.0pp | 69.8%+21.6pp |
| Annual return | -18.88% | -8.49%-10.4pp | 572.31%-591.2pp | 1.58%-20.5pp |
| Employer contribution / active EE | $5,790 | $3,554+62.9% | $4,815+20.2% | $2,545+127.5% |
| Participant deferral / active EE | $12,425 | $6,783+83.2% | $7,448+66.8% | $4,238+193.2% |
| Admin fee / account holder | $203 | $685-70.3% | $10,007-98.0% | $594-65.7% |