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 Service code 27 880 CARILON PRKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $14,226 |
Service code 13 · EIN 93-0998477 1193 ROVONNE STE 22 · SALEM, OR 97302 | Contract Administrator | $3,895 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,236 | $65,125-52.0% | $143,797-78.3% | $66,949-53.3% |
| Participation rate | 36.1% | 65.2%-29.1pp | 80.3%-44.2pp | 69.8%-33.7pp |
| Annual return | -15.49% | -11.13%-4.4pp | -0.04%-15.4pp | 1.57%-17.1pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $871 | $2,920-70.2% | $5,638-84.5% | $4,239-79.4% |
| Admin fee / account holder | $281 | $503-44.0% | $14,679-98.1% | $594-52.6% |