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 15 · EIN 59-1237041 | Recordkeeping | $78,444 |
HOWARD LLP4 years Service code 15 · EIN 20-2257536 | Recordkeeping | $6,000 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,450 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,493 | $93,182+35.7% | $146,685-13.8% | $79,393+59.3% |
| Participation rate | 96.4% | 76.4%+19.9pp | 80.1%+16.3pp | 70.7%+25.7pp |
| Annual return | 14.46% | 21.61%-7.1pp | 22.75%-8.3pp | 116.87%-102.4pp |
| Employer contribution / active EE | $3,826 | $2,420+58.1% | $4,137-7.5% | $2,428+57.6% |
| Participant deferral / active EE | $4,066 | $4,169-2.5% | $5,507-26.2% | $4,046+0.5% |
| Admin fee / account holder | $637 | $585+8.9% | $10,281-93.8% | $627+1.7% |