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 Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $31,315 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $14,106 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 13 120 VANTIS, SUITE 400 · ALISO VIEJO, CA 926562689 | Contract Administrator | $5,881 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $5,868 |
Filed as: ECONOMIC GROUP PENSION SERVICES,INC Service code 13 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $3,499 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,785 | $89,465-13.1% | $165,100-52.9% | $77,7620% |
| Participation rate | 45.8% | 78.6%-32.8pp | 78.6%-32.8pp | 70.6%-24.8pp |
| Annual return | 13.28% | 28.86%-15.6pp | 70.21%-56.9pp | 31.27%-18.0pp |
| Employer contribution / active EE | $1,320 | $2,565-48.5% | $4,348-69.6% | $2,728-51.6% |
| Participant deferral / active EE | $2,656 | $4,904-45.9% | $6,035-56.0% | $4,651-42.9% |
| Admin fee / account holder | $299 | $340-12.0% | $12,696-97.6% | $433-30.9% |