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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $9,629 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,892 | $58,895-79.8% | $178,503-93.3% | $73,497-83.8% |
| Participation rate | 82.7% | 66.2%+16.5pp | 81.9%+0.8pp | 70.7%+12.1pp |
| Annual return | 15.05% | 24.86%-9.8pp | 151.12%-136.1pp | 28.51%-13.5pp |
| Employer contribution / active EE | $504 | $2,236-77.5% | $5,011-90.0% | $2,270-77.8% |
| Participant deferral / active EE | $679 | $2,567-73.5% | $5,202-86.9% | $3,740-81.8% |
| Admin fee / account holder | $79 | $400-80.2% | $13,987-99.4% | $513-84.6% |