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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 · EIN 59-2937883 800 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $12,261 |
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 | $14,491 | $61,166-76.3% | $185,849-92.2% | $79,391-81.7% |
| Participation rate | 80.7% | 66.6%+14.1pp | 81.7%-1.0pp | 70.7%+10.0pp |
| Annual return | 12.58% | 19.45%-6.9pp | 122.10%-109.5pp | 116.88%-104.3pp |
| Employer contribution / active EE | $824 | $2,321-64.5% | $5,169-84.1% | $2,428-66.1% |
| Participant deferral / active EE | $966 | $2,789-65.3% | $5,569-82.6% | $4,046-76.1% |
| Admin fee / account holder | $107 | $710-84.9% | $16,244-99.3% | $627-82.9% |