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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) | $10,926 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,707 | $61,391-76.0% | $149,723-90.2% | $71,529-79.4% |
| Participation rate | 78.3% | 62.5%+15.8pp | 78.8%-0.5pp | 67.9%+10.4pp |
| Annual return | 16.66% | 35.88%-19.2pp | 134.50%-117.8pp | 28.97%-12.3pp |
| Employer contribution / active EE | $702 | $2,384-70.5% | $4,821-85.4% | $2,590-72.9% |
| Participant deferral / active EE | $1,336 | $2,921-54.3% | $5,682-76.5% | $4,291-68.9% |
| Admin fee / account holder | $95 | $1,264-92.5% | $13,215-99.3% | $1,588-94.0% |