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 SERVICES2+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-2937883 | Advisory (Plan) | $19,271 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $18,091 |
CLARK & ANDERSON PA1 year Service code 10 · EIN 52-1175264 | Accounting | $8,976 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,686 | $36,916+10.2% | $156,551-74.0% | $57,658-29.4% |
| Participation rate | 60.3% | 63.4%-3.2pp | 84.0%-23.7pp | 70.2%-10.0pp |
| Annual return | 9.05% | 12.38%-3.3pp | 32.23%-23.2pp | 5.13%+3.9pp |
| Employer contribution / active EE | $838 | $1,571-46.6% | $5,501-84.8% | $1,974-57.5% |
| Participant deferral / active EE | $2,402 | $1,926+24.7% | $4,871-50.7% | $3,061-21.5% |
| Admin fee / account holder | $214 | $82+158.9% | $13,028-98.4% | $95+125.9% |