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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 59-2937883 | Advisory (Participants) | $10,775 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,505 | $61,166-22.3% | $185,837-74.4% | $79,393-40.2% |
| Participation rate | 86.1% | 66.6%+19.5pp | 81.7%+4.4pp | 70.7%+15.4pp |
| Annual return | 12.86% | 19.45%-6.6pp | 122.08%-109.2pp | 116.87%-104.0pp |
| Employer contribution / active EE | $2,378 | $2,321+2.5% | $5,168-54.0% | $2,428-2.0% |
| Participant deferral / active EE | $3,246 | $2,789+16.4% | $5,568-41.7% | $4,046-19.8% |
| Admin fee / account holder | $312 | $710-56.0% | $16,241-98.1% | $627-50.1% |