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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) | $16,309 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,457 | $65,453-42.8% | $86,698-56.8% | $66,938-44.0% |
| Participation rate | 43.1% | 75.5%-32.3pp | 76.6%-33.5pp | 69.8%-26.7pp |
| Annual return | -15.90% | -10.89%-5.0pp | 35.95%-51.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,170 | $4,102-71.5% | $4,656-74.9% | $4,238-72.4% |
| Admin fee / account holder | $442 | $642-31.2% | $7,493-94.1% | $594-25.6% |