Filed July 19, 2017
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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $96,678 |
Filed as: RAYMOND JAMES FINANCIAL SVCS INC. Service code 28 · EIN 59-1531281 | Investment Management | $17,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,669 | $101,523-59.9% | $141,200-71.2% | $77,775-47.7% |
| Participation rate | 99.7% | 77.4%+22.3pp | 82.5%+17.2pp | 73.2%+26.5pp |
| Annual return | 18.80% | 56.22%-37.4pp | 71.41%-52.6pp | 32.58%-13.8pp |
| Employer contribution / active EE | $4,326 | $3,341+29.5% | $4,736-8.7% | $2,504+72.8% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,710-100.0% | $3,966-100.0% |
| Admin fee / account holder | $32 | $92-65.5% | $10,265-99.7% | $100-68.4% |