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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 59-2937883 | Advisory (Participants) | $8,567 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,186 | $58,895-21.6% | $178,503-74.1% | $73,497-37.2% |
| Participation rate | 86.0% | 66.2%+19.8pp | 81.9%+4.1pp | 70.7%+15.3pp |
| Annual return | 15.62% | 24.86%-9.2pp | 151.12%-135.5pp | 28.51%-12.9pp |
| Employer contribution / active EE | $2,369 | $2,236+6.0% | $5,011-52.7% | $2,270+4.4% |
| Participant deferral / active EE | $3,319 | $2,567+29.3% | $5,202-36.2% | $3,740-11.3% |
| Admin fee / account holder | $280 | $400-30.0% | $13,987-98.0% | $513-45.4% |