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: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $101,855 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $95,247 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,238 | $62,686+109.4% | $178,505-26.5% | $77,762+68.8% |
| Participation rate | 93.6% | 66.9%+26.7pp | 77.1%+16.5pp | 70.6%+23.0pp |
| Annual return | 15.00% | 16.16%-1.2pp | 27.16%-12.2pp | 31.27%-16.3pp |
| Employer contribution / active EE | $3,425 | $1,914+79.0% | $3,955-13.4% | $2,728+25.6% |
| Participant deferral / active EE | $7,798 | $4,224+84.6% | $6,280+24.2% | $4,651+67.7% |
| Admin fee / account holder | $253 | $386-34.4% | $10,428-97.6% | $433-41.5% |