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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,027 |
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 | $111,726 | $65,376+70.9% | $87,104+28.3% | $65,185+71.4% |
| Participation rate | 74.3% | 75.3%-1.0pp | 76.9%-2.5pp | 70.2%+4.1pp |
| Annual return | 20.59% | 31.27%-10.7pp | 28.19%-7.6pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,858 | $1,822+2.0% | $2,521-26.3% | $2,177-14.6% |
| Participant deferral / active EE | $6,290 | $3,388+85.6% | $4,048+55.4% | $3,514+79.0% |
| Admin fee / account holder | $151 | $520-70.9% | $7,491-98.0% | $847-82.1% |