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 38-3220894 | Recordkeeping | $7,080 |
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 99 · EIN 59-1237041 | Other Fees | $5,546 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,729 | $73,638-69.1% | $95,956-76.3% | $73,493-69.1% |
| Participation rate | 93.2% | 76.2%+17.0pp | 77.1%+16.1pp | 70.7%+22.5pp |
| Annual return | 15.38% | 16.78%-1.4pp | 91.63%-76.3pp | 28.51%-13.1pp |
| Employer contribution / active EE | $768 | $1,863-58.8% | $2,541-69.8% | $2,270-66.2% |
| Participant deferral / active EE | $2,196 | $3,617-39.3% | $4,167-47.3% | $3,740-41.3% |
| Admin fee / account holder | $56 | $482-88.4% | $6,797-99.2% | $513-89.1% |