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 |
|---|---|---|
ALERUS FINANCIAL, N.A.2 years Service code 15 · EIN 45-6062081 | Recordkeeping | $50,835 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES FINANCIAL, INC. Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $40,708 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,827 | $56,443-27.7% | $83,830-51.3% | $55,725-26.7% |
| Participation rate | 96.2% | 72.0%+24.2pp | 76.1%+20.1pp | 70.9%+25.4pp |
| Annual return | 0.83% | 393.67%-392.8pp | 850.97%-850.1pp | 244.93%-244.1pp |
| Employer contribution / active EE | $2,441 | $2,682-9.0% | $3,631-32.8% | $2,078+17.5% |
| Participant deferral / active EE | $2,838 | $2,965-4.3% | $4,082-30.5% | $3,356-15.4% |
| Admin fee / account holder | $148 | $156-5.0% | $5,479-97.3% | $115+28.8% |