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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 59-2937883 | Advisory (Participants) | $14,146 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,999 | $55,446-6.2% | $155,574-66.6% | $74,429-30.1% |
| Participation rate | 91.2% | 61.9%+29.3pp | 78.2%+13.0pp | 67.2%+24.0pp |
| Annual return | 13.20% | 269.20%-256.0pp | 64.87%-51.7pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $3,779 | $2,266+66.7% | $4,676-19.2% | $2,625+44.0% |
| Participant deferral / active EE | $4,508 | $2,836+59.0% | $5,629-19.9% | $4,348+3.7% |
| Admin fee / account holder | $289 | $1,743-83.4% | $15,914-98.2% | $1,944-85.1% |