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 & ASSOCIATES Service code 27 · EIN 59-1237041 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $37,295 |
RANDALL & HURLEY, INC.8+ years Service code 13 · EIN 91-1661080 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $10,574 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 95-6817943 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,850 | $65,083+10.4% | $143,788-50.0% | $66,930+7.3% |
| Participation rate | 42.5% | 65.2%-22.7pp | 80.3%-37.8pp | 69.8%-27.3pp |
| Annual return | -18.26% | -11.13%-7.1pp | -0.03%-18.2pp | 1.57%-19.8pp |
| Employer contribution / active EE | $866 | $2,361-63.3% | $4,952-82.5% | $2,545-66.0% |
| Participant deferral / active EE | $3,059 | $2,920+4.8% | $5,638-45.7% | $4,238-27.8% |
| Admin fee / account holder | $22 | $502-95.6% | $14,675-99.9% | $593-96.3% |