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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $29,547 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 59-2937883 | Advisory (Participants) | $20,394 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,711 | $96,486-80.6% | $153,500-87.8% | $77,714-75.9% |
| Participation rate | 95.0% | 81.6%+13.4pp | 77.1%+17.9pp | 70.6%+24.4pp |
| Annual return | 13.92% | 14.44%-0.5pp | 15.70%-1.8pp | 31.26%-17.3pp |
| Employer contribution / active EE | $3,060 | $5,224-41.4% | $5,039-39.3% | $2,727+12.2% |
| Participant deferral / active EE | $3,452 | $6,609-47.8% | $6,756-48.9% | $4,649-25.7% |
| Admin fee / account holder | $170 | $182-6.8% | $12,736-98.7% | $433-60.7% |