Filed June 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,844 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $10,870 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,296 | $55,472-70.6% | $155,567-89.5% | $74,546-78.1% |
| Participation rate | 90.9% | 61.9%+29.0pp | 78.2%+12.7pp | 67.2%+23.7pp |
| Annual return | 14.59% | 268.72%-254.1pp | 64.74%-50.1pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $1,365 | $2,269-39.9% | $4,674-70.8% | $2,624-48.0% |
| Participant deferral / active EE | $2,125 | $2,838-25.1% | $5,628-62.2% | $4,347-51.1% |
| Admin fee / account holder | $251 | $1,743-85.6% | $15,916-98.4% | $1,944-87.1% |