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 Service code 26 · EIN 59-1237041 IN 880 CARILLON PARKWAY · PETERSBURG, FL 33716 | Advisory (Participants) | $79,388 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $3,514 |
ASCENSUS LLC8 years Filed as: ACCESS RETIREMENT SERVICES Service code 15 · EIN 62-1700633 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,778 | $89,465-32.1% | $165,071-63.2% | $77,736-21.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 12.78% | 28.86%-16.1pp | 70.17%-57.4pp | 31.26%-18.5pp |
| Employer contribution / active EE | $2,674 | $2,565+4.3% | $4,347-38.5% | $2,728-2.0% |
| Participant deferral / active EE | $4,346 | $4,904-11.4% | $6,035-28.0% | $4,651-6.5% |
| Admin fee / account holder | $353 | $340+3.8% | $12,695-97.2% | $433-18.6% |