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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) | $10,705 |
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 | $12,113 | $65,125-81.4% | $143,797-91.6% | $66,949-81.9% |
| Participation rate | 79.3% | 65.2%+14.1pp | 80.3%-1.0pp | 69.8%+9.5pp |
| Annual return | -16.25% | -11.13%-5.1pp | -0.04%-16.2pp | 1.57%-17.8pp |
| Employer contribution / active EE | $799 | $2,362-66.2% | $4,952-83.9% | $2,545-68.6% |
| Participant deferral / active EE | $1,096 | $2,920-62.5% | $5,638-80.6% | $4,239-74.2% |
| Admin fee / account holder | $92 | $503-81.8% | $14,679-99.4% | $594-84.6% |