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 |
|---|---|---|
J W COLE FINANCIAL INC3 years Filed as: J.W. COLE FINANCIAL, INC. Service code 21 4301 ANCHOR PLAZA · TAMPA, FL 33634 | Bank Trustee | $50,863 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $24,265-100.0% | $82,130-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 11.2%-11.2pp |
| Annual return | 4.28% | 16.16%-11.9pp | 8.99%-4.7pp | 9.01%-4.7pp |
| Employer contribution / active EE | $11,191 | $9,873+13.3% | $25,171-55.5% | $12,866-13.0% |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $1,134-100.0% | $4,785-100.0% |