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 |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL ADVISORS, I Service code 99 | Other Fees | $18,940 |
Filed as: RAYMOND JAMES Service code 99 · EIN 59-2937883 | Other Fees | $0 |
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 | $159,005 | $89,652+77.4% | $141,191+12.6% | $65,185+143.9% |
| Participation rate | 94.4% | 74.7%+19.7pp | 82.5%+12.0pp | 70.2%+24.2pp |
| Annual return | 24.06% | 32.79%-8.7pp | 71.41%-47.3pp | 29.38%-5.3pp |
| Employer contribution / active EE | $2,423 | $3,065-21.0% | $4,736-48.8% | $2,177+11.3% |
| Participant deferral / active EE | $8,741 | $5,691+53.6% | $6,710+30.3% | $3,514+148.8% |
| Admin fee / account holder | $70 | $569-87.6% | $10,264-99.3% | $847-91.7% |