Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 55 | Other Commissions | $5,127 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 55 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,905 | $50,898-58.9% | $171,082-87.8% | $55,167-62.1% |
| Participation rate | 22.8% | 63.3%-40.5pp | 76.7%-53.9pp | 69.0%-46.2pp |
| Annual return | 5.89% | 15.34%-9.5pp | 32.56%-26.7pp | 169.23%-163.3pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $244 | $2,994-91.8% | $4,797-94.9% | $3,054-92.0% |
| Admin fee / account holder | $91 | $500-81.7% | $8,520-98.9% | $504-81.9% |