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 & ASSOCIATES, INC. Service code 27 880 CARILLON PKWY # 4 FL 5 · SAINT PETERSBURG, FL 337161102 | Advisory (Plan) | $27,171 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $18,332 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,336 | $55,437-5.6% | $155,534-66.4% | $74,459-29.7% |
| Participation rate | 47.1% | 61.9%-14.8pp | 78.2%-31.2pp | 67.2%-20.2pp |
| Annual return | 12.02% | 269.58%-257.6pp | 64.92%-52.9pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $1,016 | $2,266-55.2% | $4,675-78.3% | $2,626-61.3% |
| Participant deferral / active EE | $1,380 | $2,837-51.4% | $5,630-75.5% | $4,350-68.3% |
| Admin fee / account holder | $347 | $1,742-80.1% | $15,900-97.8% | $1,945-82.1% |