Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $17,046 |
ASCENSUS LLC2+ years Filed as: ASCENSUS HOLDINS INC DBA Service code 13 101 W BRAODWAY · SAN DIEGO, CA 92101 | Contract Administrator | $2,850 |
ASCENSUS LLC2+ years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 | Contract Administrator | $1,817 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,685 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,315 | $88,186-77.0% | $165,071-87.7% | $74,459-72.7% |
| Participation rate | 80.1% | 73.1%+7.0pp | 78.6%+1.5pp | 67.2%+12.9pp |
| Annual return | 13.19% | 17.13%-3.9pp | 70.17%-57.0pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $819 | $2,600-68.5% | $4,347-81.2% | $2,626-68.8% |
| Participant deferral / active EE | $1,613 | $4,505-64.2% | $6,035-73.3% | $4,350-62.9% |
| Admin fee / account holder | $117 | $2,234-94.8% | $12,695-99.1% | $1,945-94.0% |