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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 59-2937883 | Advisory (Participants) | $11,642 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,732 | $61,356-25.5% | $149,696-69.4% | $71,511-36.0% |
| Participation rate | 81.1% | 62.5%+18.6pp | 78.8%+2.4pp | 67.9%+13.2pp |
| Annual return | 16.19% | 35.86%-19.7pp | 134.46%-118.3pp | 28.86%-12.7pp |
| Employer contribution / active EE | $3,521 | $2,382+47.8% | $4,821-27.0% | $2,589+36.0% |
| Participant deferral / active EE | $4,016 | $2,920+37.5% | $5,682-29.3% | $4,291-6.4% |
| Admin fee / account holder | $254 | $1,263-79.9% | $13,212-98.1% | $1,588-84.0% |