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 |
|---|---|---|
Filed as: THOMAS BEAN/RAYMOND JAMES FINANCIAL Service code 17 · EIN 59-1531281 880 CARILLON PKWY · ST.PETERSBURG, FL 33716 | Pension Consulting | $28,382 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,332 | $42,909+19.6% | $152,093-66.2% | $71,012-27.7% |
| Participation rate | 69.9% | 54.7%+15.2pp | 77.8%-7.9pp | 58.6%+11.3pp |
| Annual return | 15.88% | 30.57%-14.7pp | 66.36%-50.5pp | 37.67%-21.8pp |
| Employer contribution / active EE | $1,159 | $1,369-15.3% | $4,175-72.2% | $2,348-50.6% |
| Participant deferral / active EE | $1,731 | $1,904-9.1% | $5,451-68.2% | $3,246-46.7% |
| Admin fee / account holder | $8 | $1,014-99.2% | $14,497-99.9% | $1,167-99.3% |