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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,565 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $12,043 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,829 | $78,707-76.1% | $117,861-84.0% | $70,126-73.1% |
| Participation rate | 94.8% | 73.2%+21.6pp | 79.7%+15.1pp | 69.5%+25.3pp |
| Annual return | 11.41% | 23.30%-11.9pp | 335.11%-323.7pp | 73.15%-61.7pp |
| Employer contribution / active EE | $1,179 | $2,223-47.0% | $3,786-68.9% | $2,343-49.7% |
| Participant deferral / active EE | $4,672 | $3,297+41.7% | $4,482+4.2% | $3,332+40.2% |
| Admin fee / account holder | $272 | $5,066-94.6% | $8,021-96.6% | $4,645-94.1% |