Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $32,781 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,031 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 15 · EIN 85-0833363 | Recordkeeping | $10,067 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,129 | $73,459-42.6% | $178,528-76.4% | $74,429-43.4% |
| Participation rate | 47.1% | 66.5%-19.4pp | 77.1%-30.0pp | 67.2%-20.1pp |
| Annual return | -38.69% | 17.50%-56.2pp | 27.11%-65.8pp | 1368.38%-1407.1pp |
| Employer contribution / active EE | $2,446 | $2,219+10.2% | $3,950-38.1% | $2,625-6.8% |
| Participant deferral / active EE | $5,234 | $4,515+15.9% | $6,278-16.6% | $4,348+20.4% |
| Admin fee / account holder | $399 | $1,812-78.0% | $10,419-96.2% | $1,944-79.5% |