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 SERVICES1+ years Filed as: RAYMOND JAMES AND ASSOCIATES INC Service code 27 4 CAUFIELD PLACE SUITE 101 · NEWTOWN, PA 18940 | Advisory (Plan) | $24,662 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,583 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,122 | $57,096+33.3% | $94,228-19.2% | $55,191+37.9% |
| Participation rate | 48.3% | 75.7%-27.4pp | 78.8%-30.5pp | 69.2%-20.9pp |
| Annual return | 1.41% | 159.65%-158.2pp | 10.68%-9.3pp | 10.78%-9.4pp |
| Employer contribution / active EE | $672 | $1,708-60.6% | $3,587-81.3% | $1,899-64.6% |
| Participant deferral / active EE | $3,061 | $3,165-3.3% | $4,320-29.1% | $3,046+0.5% |
| Admin fee / account holder | $161 | $89+79.9% | $6,269-97.4% | $91+76.8% |