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 SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 28 · EIN 59-1237041 | Investment Management | $37,412 |
Service code 29 · EIN 55-0614690 | Legal | $22,047 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 | Contract Administrator | $18,361 |
PEOPLES INSURANCE AGENCY, LLC1+ years Service code 13 · EIN 31-1398962 | Contract Administrator | $10,299 |
GRAY, GRAY & GRAY1+ years Filed as: GRAY GRIFFITH AND MAYS AC Service code 10 · EIN 55-0621482 | Accounting | $8,000 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC & AFFILIATE Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,440 | $50,498+152.4% | $75,784+68.2% | $55,191+130.9% |
| Participation rate | 94.5% | 69.4%+25.0pp | 75.8%+18.6pp | 69.2%+25.3pp |
| Annual return | 0.05% | 1.80%-1.7pp | 9.68%-9.6pp | 10.78%-10.7pp |
| Employer contribution / active EE | $4,465 | $2,291+94.9% | $3,323+34.4% | $1,899+135.2% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $263 | $123+114.1% | $5,300-95.0% | $91+190.3% |