Filed November 2, 2016
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 13 · EIN 42-0127290 | Contract Administrator | $180,885 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1531281 | Advisory (Plan) | $64,740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,069 | $58,336-3.9% | $97,161-42.3% | $199,874-71.9% |
| Participation rate | 69.3% | 63.8%+5.5pp | 72.7%-3.4pp | 72.0%-2.7pp |
| Annual return | 14.30% | 32.81%-18.5pp | 75.36%-61.1pp | 34.28%-20.0pp |
| Employer contribution / active EE | $2,288 | $1,416+61.6% | $2,723-16.0% | $3,036-24.6% |
| Participant deferral / active EE | $4,369 | $3,240+34.8% | $4,265+2.4% | $5,090-14.2% |
| Admin fee / account holder | $166 | $114+45.4% | $5,647-97.1% | $269-38.4% |