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Company:
Raymond James Financial, Inc.
Plan:
Raymond James Financial, Inc. 401k Plan
 

Raymond James Financial, Inc.

73 Plan:

 
 
73
41
70
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (73) and the top rated plan (88) could equate to:
[How is this calculated?]
9 additional years of work
Up to $59,200 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.

 

Retirement 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 73. This plan is in the top 15% of plans for Investment Menu Quality. Raymond James Financial, Inc. 401k Plan currently has over 7,200 active participants and over $358.5M in plan assets.

 

 Retirement Plan Details

Address 880 Carillon Pkwy
St Petersburg, FL 33716-1102 
Industry Investment Banking and Securities Dealing
Administrator James White
Net Plan Assets $359,000,000
Total Participants 7,300
Avg Account Balance $50,000

 Top 3 Funds in this 401k

1. American Funds EuroPacific Growth 7%
2. Principal Money Market 7%
3. Eagle Small Cap Growth 7%

  Plan Service Providers

Insurance Carrier Principal Financial Group
Administration Principal Financial Group
Auditor Spence, Marston, Bunch, Morris & Co

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