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 35-0145825 | Recordkeeping | $29,497 |
Filed as: RAYMOND JAMES Service code 16 · EIN 56-1281193 | Consulting | $15,747 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,460 | $36,002-32.1% | $161,489-84.9% | $64,728-62.2% |
| Participation rate | 40.7% | 57.4%-16.7pp | 78.7%-38.0pp | 57.9%-17.2pp |
| Annual return | 11.62% | 33.93%-22.3pp | 89.72%-78.1pp | 49.38%-37.8pp |
| Employer contribution / active EE | $743 | $1,380-46.2% | $4,268-82.6% | $2,243-66.9% |
| Participant deferral / active EE | $963 | $1,815-46.9% | $5,630-82.9% | $2,729-64.7% |
| Admin fee / account holder | $6 | $931-99.3% | $16,006-100.0% | $1,145-99.5% |