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 Service code 26 · EIN 47-1566880 800 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $13,800 |
Service code 15 · EIN 59-1237041 | Recordkeeping | $914 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,639 | $79,209-15.9% | $102,434-34.9% | $74,459-10.5% |
| Participation rate | 94.2% | 74.8%+19.4pp | 76.5%+17.7pp | 67.2%+27.0pp |
| Annual return | 9.22% | 54.98%-45.8pp | 29.46%-20.2pp | 1369.70%-1360.5pp |
| Employer contribution / active EE | $2,228 | $2,362-5.7% | $3,023-26.3% | $2,626-15.2% |
| Participant deferral / active EE | $2,864 | $4,417-35.2% | $5,055-43.3% | $4,350-34.2% |
| Admin fee / account holder | $335 | $2,002-83.3% | $9,462-96.5% | $1,945-82.8% |