BrightScope Rating
Company:
Raymond James Financial, Inc.
Plan:
Raymond James Financial, Inc. 401k Plan
Raymond James Financial, Inc.
71
Plan:
8
64
91
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 20 point difference between this plan's BrightScope Rating (71) and the top rated plan (91) could equate to:
[How is this calculated?]
[How is this calculated?]
13 additional years of work Up to $260,200 in lost retirement savings.The delay in retirement calculations apply solely to this defined contribution plan
and do not take into account other retirement plans and programs offered by this employer.
Plan Description
Raymond James Financial, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 71. This plan is in the top 35% of plans for Salary Deferrals and Participation Rate. Raymond James Financial, Inc. 401k Plan currently has over 6,600 active participants and over $204.0M in plan assets.
Plan Details
| Address | 880 Carillon Parkway St Petersburg, FL 33716 |
| Industry | Investment Banking & Securities Dealing |
| Net Plan Assets | $204,000,000 |
| Total Participants | 7,200 |
| Avg Account Balance | $28,000 |
Top 3 Investment Holdings
| 1. | American Funds EuroPacific Growth | 11% |
| 2. | Principal LargeCap Value | 9% |
| 3. | Principal Guaranteed Interest Account | 8% |
Other Companies in Peer Group
| Pacific Life Insurance Company | 81.2 |
| Experian | 76.9 |
| Teachers Insurance & Annuity... | 71.3 |
| Independence Blue Cross | 70.1 |
| Commerce Bancshares | 64.3 |
| TCF Financial | 49.7 |
Plan Service Providers
| Insurance Carrier | Principal Life |
| Auditor | Spence Marston Bunch Morris & Co |
| Administration | Principal Life |
Comments