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 INC Service code 27 · EIN 13-2624428 | Advisory (Plan) | $21,092 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $12,715 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,490 |
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 | $19,478 | $88,874-78.1% | $123,552-84.2% | $75,289-74.1% |
| Participation rate | 44.0% | 75.9%-31.9pp | 82.3%-38.3pp | 72.4%-28.5pp |
| Annual return | -4.05% | 4.22%-8.3pp | 119.20%-123.3pp | -0.04%-4.0pp |
| Employer contribution / active EE | $788 | $3,256-75.8% | $4,628-83.0% | $2,405-67.2% |
| Participant deferral / active EE | $1,365 | $6,174-77.9% | $6,426-78.8% | $3,739-63.5% |
| Admin fee / account holder | $88 | $95-7.0% | $9,285-99.1% | $102-14.1% |