Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 | Recordkeeping | $10,035 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,012 | $77,677-67.8% | $109,173-77.1% | $79,391-68.5% |
| Participation rate | 59.0% | 67.8%-8.8pp | 75.9%-16.8pp | 70.7%-11.7pp |
| Annual return | 17.90% | 23.44%-5.5pp | 25.75%-7.9pp | 116.88%-99.0pp |
| Employer contribution / active EE | $2,243 | $2,798-19.8% | $3,723-39.8% | $2,428-7.6% |
| Participant deferral / active EE | $4,996 | $3,517+42.0% | $4,654+7.4% | $4,046+23.5% |
| Admin fee / account holder | $296 | $732-59.6% | $6,755-95.6% | $627-52.8% |