Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $46,653 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR AND CO Service code 27 222 W. ADAMS · CHICAGO, IL 60606 | Advisory (Plan) | $30,998 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $131,273 | $79,045+66.1% | $100,378+30.8% | $74,429+76.4% |
| Participation rate | 62.8% | 79.4%-16.6pp | 81.5%-18.7pp | 67.2%-4.4pp |
| Annual return | 16.63% | 20.61%-4.0pp | 49.41%-32.8pp | 1368.38%-1351.8pp |
| Employer contribution / active EE | $2,562 | $3,015-15.0% | $3,942-35.0% | $2,625-2.4% |
| Participant deferral / active EE | $6,421 | $7,751-17.2% | $8,087-20.6% | $4,348+47.7% |
| Admin fee / account holder | $579 | $1,335-56.6% | $7,899-92.7% | $1,944-70.2% |