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 27 · EIN 59-2937883 | Advisory (Plan) | $46,412 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,606 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $16,688 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,563 | $106,230-42.0% | $147,080-58.1% | $77,736-20.8% |
| Participation rate | 74.0% | 78.4%-4.4pp | 82.2%-8.2pp | 70.6%+3.4pp |
| Annual return | 25.38% | 56.91%-31.5pp | 420.17%-394.8pp | 31.26%-5.9pp |
| Employer contribution / active EE | $3,635 | $4,072-10.7% | $4,933-26.3% | $2,728+33.3% |
| Participant deferral / active EE | $6,170 | $8,001-22.9% | $8,066-23.5% | $4,651+32.7% |
| Admin fee / account holder | $172 | $338-49.2% | $12,989-98.7% | $433-60.3% |