Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 · EIN 59-2937883 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $6,147 |
NATIONWIDE2 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
Service code 26 | Advisory (Participants) | $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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,732 | $56,540-81.0% | $185,851-94.2% | $86,821-87.6% |
| Participation rate | 19.8% | 65.5%-45.7pp | 81.7%-61.9pp | 72.3%-52.5pp |
| Annual return | 31.27% | 118.20%-86.9pp | 122.11%-90.8pp | 97.94%-66.7pp |
| Employer contribution / active EE | $301 | $1,844-83.7% | $5,168-94.2% | $2,406-87.5% |
| Participant deferral / active EE | $962 | $2,555-62.3% | $5,569-82.7% | $4,132-76.7% |
| Admin fee / account holder | $0 | $150-100.0% | $16,245-100.0% | $170-100.0% |