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 & ASSOC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $90,929 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,204 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $445,095 | $88,203+404.6% | $165,100+169.6% | $74,478+497.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 12.81% | 17.13%-4.3pp | 70.21%-57.4pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $17,810 | $2,601+584.8% | $4,348+309.6% | $2,626+578.1% |
| Participant deferral / active EE | $6,611 | $4,505+46.7% | $6,035+9.5% | $4,350+52.0% |
| Admin fee / account holder | $1,086 | $2,235-51.4% | $12,696-91.4% | $1,946-44.2% |