Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES INSURANCE GROUP, INC. Service code 55 880 CARILLON PKW · ST PETERSBURG, FL 33716 | Other Commissions | $8,409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,534 | $58,888-46.5% | $178,499-82.3% | $73,493-57.1% |
| Participation rate | 46.4% | 66.2%-19.9pp | 81.9%-35.6pp | 70.7%-24.3pp |
| Annual return | 7.78% | 24.86%-17.1pp | 151.10%-143.3pp | 28.51%-20.7pp |
| Employer contribution / active EE | $971 | $2,236-56.6% | $5,011-80.6% | $2,270-57.2% |
| Participant deferral / active EE | $1,292 | $2,568-49.7% | $5,202-75.2% | $3,740-65.4% |
| Admin fee / account holder | $174 | $400-56.5% | $13,986-98.8% | $513-66.1% |