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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY ST · PETERSBURG, FL 33716 | Advisory (Participants) | $13,115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,672 | $73,638-50.2% | $95,960-61.8% | $73,493-50.1% |
| Participation rate | 48.8% | 76.2%-27.4pp | 77.1%-28.3pp | 70.7%-21.9pp |
| Annual return | 14.79% | 16.78%-2.0pp | 91.63%-76.8pp | 28.51%-13.7pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,228 | $3,617-66.1% | $4,167-70.5% | $3,740-67.2% |
| Admin fee / account holder | $332 | $482-31.2% | $6,797-95.1% | $513-35.4% |