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 Service code 19 PO BOX 14527 · ST. PETERSEBURG, FL 337334527 | Securities Custodian | $7,214 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,739 | $76,401+0.4% | $106,387-27.9% | $64,173+19.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.5%+22.5pp | 69.6%+30.4pp |
| Annual return | 7.67% | -2.19%+9.9pp | 0.25%+7.4pp | 7.63%0pp |
| Employer contribution / active EE | $3,333 | $2,680+24.4% | $3,520-5.3% | $2,381+40.0% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,421-100.0% | $3,470-100.0% |
| Admin fee / account holder | $61 | $4,610-98.7% | $7,510-99.2% | $4,887-98.8% |