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) | $26,457 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,198 | $101,591-17.1% | $147,096-42.8% | $74,429+13.1% |
| Participation rate | 56.5% | 75.5%-19.0pp | 82.2%-25.7pp | 67.2%-10.7pp |
| Annual return | 13.98% | 8746.45%-8732.5pp | 419.75%-405.8pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $1,919 | $3,813-49.7% | $4,936-61.1% | $2,625-26.9% |
| Participant deferral / active EE | $5,915 | $7,302-19.0% | $8,071-26.7% | $4,348+36.0% |
| Admin fee / account holder | $319 | $1,750-81.7% | $13,005-97.5% | $1,944-83.6% |