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 Service code 15 · EIN 59-1237041 | Recordkeeping | $12,680 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,450 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,498 | $25,723+14.7% | $69,182-57.4% | $55,167-46.5% |
| Participation rate | 44.0% | 39.4%+4.6pp | 55.1%-11.1pp | 69.0%-25.0pp |
| Annual return | 10.29% | 9.56%+0.7pp | -21.93%+32.2pp | 169.23%-158.9pp |
| Employer contribution / active EE | $69 | $480-85.6% | $1,206-94.3% | $1,963-96.5% |
| Participant deferral / active EE | $509 | $963-47.2% | $1,897-73.2% | $3,054-83.3% |
| Admin fee / account holder | $238 | $365-34.9% | $2,697-91.2% | $504-52.9% |