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 & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $14,770 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,943 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $69,924 | $99,957-30.0% | $149,745-53.3% | $73,497-4.9% |
| Participation rate | 54.9% | 75.7%-20.8pp | 82.5%-27.6pp | 70.7%-15.8pp |
| Annual return | 9.75% | 53.87%-44.1pp | 276.72%-267.0pp | 28.51%-18.8pp |
| Employer contribution / active EE | $1,251 | $3,191-60.8% | $4,646-73.1% | $2,270-44.9% |
| Participant deferral / active EE | $4,144 | $6,073-31.8% | $6,843-39.4% | $3,740+10.8% |
| Admin fee / account holder | $245 | $551-55.6% | $9,312-97.4% | $513-52.3% |