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 FINANCIAL SERVICES AD Service code 99 · EIN 59-2937883 | Other Fees | $23,789 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,887 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,845 | $83,045-34.0% | $130,045-57.8% | $71,511-23.3% |
| Participation rate | 73.1% | 74.1%-1.0pp | 78.5%-5.4pp | 67.9%+5.2pp |
| Annual return | 17.53% | 20.61%-3.1pp | -137.30%+154.8pp | 28.86%-11.3pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $4,321-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,266 | $4,436-3.8% | $5,820-26.7% | $4,291-0.6% |
| Admin fee / account holder | $28 | $1,727-98.4% | $10,600-99.7% | $1,588-98.2% |