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 FINANCIAL SERVICES, I Service code 27 · EIN 59-1531281 | Advisory (Plan) | $50,509 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $23,963 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 27-0058684 | Advisory (Plan) | $10,034 |
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 | $56,803 | $65,223-12.9% | $80,022-29.0% | $55,725+1.9% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | -4.23% | 7.59%-11.8pp | 11.22%-15.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,956 | $2,544-23.1% | $2,468-20.7% | $2,078-5.9% |
| Participant deferral / active EE | $4,314 | $3,881+11.2% | $3,686+17.0% | $3,356+28.6% |
| Admin fee / account holder | $124 | $114+8.7% | $6,521-98.1% | $115+7.8% |