See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $19,688 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,229 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,540 | $84,487-17.7% | $125,339-44.5% | $66,914+3.9% |
| Participation rate | 53.8% | 76.4%-22.6pp | 82.4%-28.5pp | 69.8%-16.0pp |
| Annual return | -11.97% | -8.39%-3.6pp | 572.05%-584.0pp | 1.58%-13.6pp |
| Employer contribution / active EE | $1,331 | $3,553-62.5% | $4,814-72.3% | $2,544-47.7% |
| Participant deferral / active EE | $5,372 | $6,781-20.8% | $7,446-27.9% | $4,237+26.8% |
| Admin fee / account holder | $280 | $685-59.1% | $10,010-97.2% | $593-52.8% |