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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 | -$1,793 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,342 | $65,453+88.4% | $86,698+42.3% | $66,938+84.3% |
| Participation rate | 65.9% | 75.5%-9.6pp | 76.6%-10.7pp | 69.8%-4.0pp |
| Annual return | -17.48% | -10.89%-6.6pp | 35.95%-53.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,921 | $2,154-10.8% | $2,837-32.3% | $2,545-24.5% |
| Participant deferral / active EE | $7,853 | $4,102+91.5% | $4,656+68.7% | $4,238+85.3% |
| Admin fee / account holder | $179 | $642-72.0% | $7,493-97.6% | $594-69.8% |