Filed June 28, 2024 (most recent of 2 filings on file)
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 FINACIAL SERV ADVISOR Service code 99 | Other Fees | $58,297 |
Filed as: VOYA RETIRMENT ADISORS, LLC Service code 26 · EIN 02-0488491 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $4,074 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 | Recordkeeping Fees | $426 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
PLAN ACCESS, LTD3 years Service code 49 | Other Services | $0 |
Service code 99 · EIN 59-1199408 ADVISOR · SAINT PETERSBURG, FL 33716 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSRUANCE Service code 64 · EIN 71-0294708 AND ANNUITY CO · HARTFORD, CT 061990067 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,300 | $241,850-87.9% | $102,412-71.4% | $199,960-85.3% |
| Participation rate | 47.2% | 78.3%-31.1pp | 74.5%-27.3pp | 72.0%-24.8pp |
| Annual return | 13.74% | 17.67%-3.9pp | 24.94%-11.2pp | 34.28%-20.5pp |
| Employer contribution / active EE | $584 | $4,253-86.3% | $3,870-84.9% | $3,036-80.8% |
| Participant deferral / active EE | $1,838 | $3,961-53.6% | $5,060-63.7% | $5,087-63.9% |
| Admin fee / account holder | $207 | $288-28.0% | $8,388-97.5% | $269-23.0% |