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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 59-2937883 | Advisory (Participants) | $10,227 |
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 | $41,085 | $65,092-36.9% | $143,799-71.4% | $66,938-38.6% |
| Participation rate | 79.3% | 65.2%+14.1pp | 80.3%-1.0pp | 69.8%+9.5pp |
| Annual return | -16.53% | -11.14%-5.4pp | -0.04%-16.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,749 | $2,362+16.4% | $4,952-44.5% | $2,545+8.0% |
| Participant deferral / active EE | $3,320 | $2,920+13.7% | $5,638-41.1% | $4,238-21.7% |
| Admin fee / account holder | $258 | $502-48.6% | $14,677-98.2% | $594-56.5% |