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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $105,377 |
SIKICH LLP2+ years Filed as: SIKICH, LLP Service code 10 1415 W DIEHL ROAD · NAPERVILLE, IL 60563 | Accounting | $15,600 |
Service code 13 · EIN 20-1694816 | Contract Administrator | $10,558 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $4,925 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $321,461 | $75,183+327.6% | $123,894+159.5% | $55,167+482.7% |
| Participation rate | 99.4% | 72.8%+26.6pp | 81.4%+18.0pp | 69.0%+30.4pp |
| Annual return | 9.11% | 19.01%-9.9pp | 47.52%-38.4pp | 169.23%-160.1pp |
| Employer contribution / active EE | $8,482 | $2,823+200.4% | $4,617+83.7% | $1,963+332.2% |
| Participant deferral / active EE | $8,949 | $5,084+76.0% | $5,984+49.5% | $3,054+193.0% |
| Admin fee / account holder | $569 | $663-14.1% | $8,357-93.2% | $504+13.0% |