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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES8+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $12,000 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 · EIN 43-1829594 11701 BORMAN DR. STE. 300 · ST. LOUIS, MO 63146 | Contract Administrator | $6,940 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN INVEST HOLDINGS Service code 64 · EIN 13-6038768 7700 FORSYTH BLVD · ST. LOUIS, MO 63105 | Recordkeeping Fees | $411 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,486 | $65,453-6.1% | $86,691-29.1% | $66,930-8.1% |
| Participation rate | 96.1% | 75.5%+20.7pp | 76.6%+19.5pp | 69.8%+26.3pp |
| Annual return | -12.74% | -10.89%-1.9pp | 35.94%-48.7pp | 1.57%-14.3pp |
| Employer contribution / active EE | $2,460 | $2,154+14.2% | $2,837-13.3% | $2,545-3.3% |
| Participant deferral / active EE | $4,955 | $4,102+20.8% | $4,656+6.4% | $4,238+16.9% |
| Admin fee / account holder | $134 | $642-79.1% | $7,492-98.2% | $593-77.4% |