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 Service code 27 · EIN 59-2937883 | Advisory (Plan) | $26,292 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,066 |
CORRIGAN KRAUSE1 year Filed as: CORRIGAN, KRAUSE, Service code 10 · EIN 37-1574855 | Accounting | $11,999 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,426 | $58,923+51.8% | $97,167-8.0% | $74,546+20.0% |
| Participation rate | 47.8% | 63.6%-15.8pp | 72.7%-24.9pp | 67.2%-19.5pp |
| Annual return | 9.89% | 16.04%-6.1pp | 75.27%-65.4pp | 1366.03%-1356.1pp |
| Employer contribution / active EE | $1,977 | $1,894+4.4% | $2,729-27.6% | $2,624-24.7% |
| Participant deferral / active EE | $3,109 | $3,664-15.2% | $4,264-27.1% | $4,347-28.5% |
| Admin fee / account holder | $598 | $1,974-69.7% | $5,650-89.4% | $1,944-69.2% |