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 INSURANCE GROUP INC Service code 26 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Participants) | $44,699 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $43,252 |
NOVA 401(K) ASSOCIATES7 years Filed as: NOVA 401 (K) ASSOCIATES Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $13,969 |
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 | $123,948 | $89,465+38.5% | $165,071-24.9% | $77,736+59.4% |
| Participation rate | 80.9% | 78.6%+2.3pp | 78.6%+2.3pp | 70.6%+10.3pp |
| Annual return | 15.50% | 28.86%-13.4pp | 70.17%-54.7pp | 31.26%-15.8pp |
| Employer contribution / active EE | $3,733 | $2,565+45.5% | $4,347-14.1% | $2,728+36.8% |
| Participant deferral / active EE | $4,563 | $4,904-7.0% | $6,035-24.4% | $4,651-1.9% |
| Admin fee / account holder | $437 | $340+28.7% | $12,695-96.6% | $433+0.9% |