Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES, IN Service code 26 ATTN AMS 0326-055 · ST PETERSBURG, FL 33742 | Advisory (Participants) | $14,446 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $14,724 | $99,957-85.3% | $149,715-90.2% | $73,493-80.0% |
| Participation rate | 64.0% | 75.7%-11.7pp | 82.5%-18.5pp | 70.7%-6.7pp |
| Annual return | 17.52% | 53.87%-36.4pp | 276.66%-259.1pp | 28.51%-11.0pp |
| Employer contribution / active EE | $1,433 | $3,191-55.1% | $4,645-69.2% | $2,270-36.9% |
| Participant deferral / active EE | $2,084 | $6,073-65.7% | $6,842-69.5% | $3,740-44.3% |
| Admin fee / account holder | $132 | $551-76.0% | $9,310-98.6% | $513-74.2% |