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 & ASSOC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $3,021 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $2,168 |
Service code 13 5503 W WATERS AVE STE 500 · TAMPA, FL 33634 | Contract Administrator | $650 |
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 | $34,577 | $38,365-9.9% | $84,628-59.1% | $65,185-47.0% |
| Participation rate | 97.2% | 55.7%+41.6pp | 68.2%+29.0pp | 70.2%+27.0pp |
| Annual return | 19.99% | 32.00%-12.0pp | 258.80%-238.8pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,403 | $1,258+11.5% | $2,653-47.1% | $2,177-35.6% |
| Participant deferral / active EE | $2,703 | $2,278+18.6% | $3,900-30.7% | $3,514-23.1% |
| Admin fee / account holder | $53 | $451-88.3% | $4,914-98.9% | $847-93.8% |