Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1874769 | Recordkeeping | $7,771 |
Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-2937883 | Advisory (Plan) | $3,186 |
Filed as: RETIREMENT PLAN CONSULTANTS LLC Service code 15 PO BOX 1264 · NORFOLK, NE 68702 | Recordkeeping | $1,694 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $912 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,131 | $76,112-97.2% | $96,534-97.8% | $71,511-97.0% |
| Participation rate | 47.2% | 74.4%-27.2pp | 76.0%-28.7pp | 67.9%-20.7pp |
| Annual return | 15.68% | 22.81%-7.1pp | 25.88%-10.2pp | 28.86%-13.2pp |
| Employer contribution / active EE | $457 | $2,248-79.7% | $2,965-84.6% | $2,589-82.4% |
| Participant deferral / active EE | $852 | $4,217-79.8% | $4,851-82.4% | $4,291-80.1% |
| Admin fee / account holder | $45 | $2,708-98.3% | $8,253-99.5% | $1,588-97.2% |