Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FSA, INC. Service code 26 · EIN 59-2937883 800 CARILLON PARKWAY · TAMPA, FL 33143 | Advisory (Participants) | $12,468 |
Filed as: JOHN HANCOCK LIFE INSURANCE COM Service code 15 · EIN 01-0233346 | Recordkeeping | $1,331 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,933 | $106,236-80.3% | $112,249-81.4% | $64,819-67.7% |
| Participation rate | 56.3% | 71.7%-15.4pp | 75.1%-18.8pp | 71.5%-15.2pp |
| Annual return | -12.64% | -6.02%-6.6pp | 27.48%-40.1pp | 32.84%-45.5pp |
| Employer contribution / active EE | $2,578 | $3,166-18.6% | $3,636-29.1% | $2,507+2.8% |
| Participant deferral / active EE | $3,775 | $3,785-0.3% | $4,729-20.2% | $4,311-12.4% |
| Admin fee / account holder | $101 | $452-77.6% | $6,412-98.4% | $188-46.2% |