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 FINANCIAL SERVICES IN Service code 27 · EIN 59-1531281 | Advisory (Plan) | $22,378 |
Service code 49 · EIN 04-1590850 | Other Services | $19,019 |
CORRIGAN KRAUSE5+ years Service code 50 · EIN 37-1574855 | Direct Payment | $8,500 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
Filed as: BNY MELLON Service code 52 · EIN 13-4024319 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DODGE & COX3 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,441 | $86,341-32.3% | $125,195-53.3% | $65,186-10.3% |
| Participation rate | 98.1% | 75.3%+22.8pp | 79.8%+18.3pp | 70.2%+27.9pp |
| Annual return | 19.99% | 27.44%-7.5pp | 43.79%-23.8pp | 29.39%-9.4pp |
| Employer contribution / active EE | $2,644 | $2,040+29.6% | $3,866-31.6% | $2,177+21.5% |
| Participant deferral / active EE | $2,484 | $3,538-29.8% | $4,937-49.7% | $3,514-29.3% |
| Admin fee / account holder | $114 | $609-81.3% | $9,704-98.8% | $847-86.6% |