Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,252 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $8,125 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $554,434 | $104,497+430.6% | $159,487+247.6% | $79,389+598.4% |
| Participation rate | 89.5% | 76.6%+12.9pp | 82.8%+6.7pp | 70.7%+18.8pp |
| Annual return | 879.79% | 67.98%+811.8pp | 263.71%+616.1pp | 116.89%+762.9pp |
| Employer contribution / active EE | $6,865 | $3,418+100.9% | $4,831+42.1% | $2,428+182.7% |
| Participant deferral / active EE | $935 | $6,468-85.5% | $7,354-87.3% | $4,046-76.9% |
| Admin fee / account holder | $340 | $711-52.2% | $10,804-96.9% | $626-45.7% |