Filed April 16, 2018
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,013 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $22,154 |
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 | $60,327 | $57,057+5.7% | $85,009-29.0% | $80,874-25.4% |
| Participation rate | 89.6% | 56.4%+33.3pp | 67.5%+22.1pp | 67.6%+22.0pp |
| Annual return | 12.31% | 21.66%-9.3pp | 66.47%-54.2pp | 35.62%-23.3pp |
| Employer contribution / active EE | $3,195 | $1,799+77.7% | $2,728+17.1% | $2,756+16.0% |
| Participant deferral / active EE | $4,260 | $3,112+36.9% | $4,522-5.8% | $4,297-0.9% |
| Admin fee / account holder | $359 | $4,986-92.8% | $6,153-94.2% | $6,935-94.8% |