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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $37,325 |
Filed as: RAYMOND JAMES FINANCIAL. Service code 27 800 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $20,362 |
Filed as: AMERIPRISE FINANCIAL Service code 27 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $16,292 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,516 | $45,022-61.1% | $85,126-79.4% | $77,714-77.5% |
| Participation rate | 88.0% | 48.7%+39.3pp | 67.5%+20.5pp | 70.6%+17.4pp |
| Annual return | 11.92% | 79.38%-67.5pp | 66.63%-54.7pp | 31.26%-19.3pp |
| Employer contribution / active EE | $742 | $1,610-53.9% | $2,731-72.8% | $2,727-72.8% |
| Participant deferral / active EE | $1,782 | $2,811-36.6% | $4,523-60.6% | $4,649-61.7% |
| Admin fee / account holder | $161 | $913-82.4% | $6,160-97.4% | $433-62.9% |