Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $91,967 |
Filed as: RAYMOND JAMES FNCL SRVS Service code 16 · EIN 59-2937883 | Consulting | $43,326 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,746 | $55,402+2.4% | $76,089-25.4% | $77,714-27.0% |
| Participation rate | 95.9% | 63.6%+32.3pp | 69.1%+26.8pp | 70.6%+25.3pp |
| Annual return | 28.45% | 17.09%+11.4pp | 360.94%-332.5pp | 31.26%-2.8pp |
| Employer contribution / active EE | $1,428 | $1,789-20.2% | $2,690-46.9% | $2,727-47.6% |
| Participant deferral / active EE | $5,834 | $3,450+69.1% | $4,259+37.0% | $4,649+25.5% |
| Admin fee / account holder | $17 | $410-95.9% | $6,418-99.7% | $433-96.1% |