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 SERVICES5+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $55,007 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $4,068 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $105,733 | $73,404+44.0% | $87,103+21.4% | $67,582+56.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 44.27% | 48.29%-4.0pp | 28.19%+16.1pp | 378.57%-334.3pp |
| Employer contribution / active EE | $1,171 | $2,014-41.9% | $2,521-53.6% | $2,148-45.5% |
| Participant deferral / active EE | $3,789 | $3,913-3.2% | $4,049-6.4% | $3,539+7.0% |
| Admin fee / account holder | $168 | $142+18.6% | $7,491-97.8% | $142+18.0% |