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 Service code 33 · EIN 16-1055456 400 SPENCER STREET · SYRACUSE, NY 13204 | Other fees; Securities brokerage | $9,632 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,216 | $55,472-83.4% | $155,567-94.1% | $74,546-87.6% |
| Participation rate | 79.0% | 61.9%+17.1pp | 78.2%+0.8pp | 67.2%+11.8pp |
| Annual return | 11.49% | 268.72%-257.2pp | 64.74%-53.2pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $1,062 | $2,269-53.2% | $4,674-77.3% | $2,624-59.5% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,628-100.0% | $4,347-100.0% |
| Admin fee / account holder | $35 | $1,743-98.0% | $15,916-99.8% | $1,944-98.2% |