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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 26 · EIN 59-2937883 800 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Participants) | $13,511 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,694 | $55,470-69.9% | $155,556-89.3% | $74,478-77.6% |
| Participation rate | 77.6% | 61.9%+15.7pp | 78.2%-0.7pp | 67.2%+10.3pp |
| Annual return | 12.82% | 269.80%-257.0pp | 64.84%-52.0pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $798 | $2,267-64.8% | $4,675-82.9% | $2,626-69.6% |
| Participant deferral / active EE | $1,446 | $2,838-49.1% | $5,631-74.3% | $4,350-66.8% |
| Admin fee / account holder | $101 | $1,744-94.2% | $15,885-99.4% | $1,946-94.8% |