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 AND ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,172 |
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 | $91,789 | $59,191+55.1% | $76,767+19.6% | $56,289+63.1% |
| Participation rate | 70.0% | 75.2%-5.2pp | 77.0%-7.0pp | 69.9%+0.1pp |
| Annual return | -6.22% | 6.62%-12.8pp | 2.43%-8.6pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,741 | $1,759-1.0% | $2,485-29.9% | $2,111-17.5% |
| Participant deferral / active EE | $5,903 | $3,255+81.4% | $3,852+53.3% | $3,350+76.2% |
| Admin fee / account holder | $111 | $489-77.3% | $6,675-98.3% | $521-78.7% |