BrightScope Rating
Company:
Raymond James Financial, Inc.
Plan:
Raymond James Financial Esop
Raymond James Financial, Inc.
48
Plan:
6
64
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 42 point difference between this plan's BrightScope Rating (48) and the top rated plan (90) could equate to:
[How is this calculated?]
[How is this calculated?]
18 additional years of work Up to $187,000 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 Esop is a defined contribution plan with a profit-sharing component and ESOP component. This plan has a BrightScope Rating of 48. This plan is in the top 15% of plans for Total Plan Cost. Raymond James Financial Esop currently has over 4,900 active participants and over $187.0M in plan assets.
Plan Details
| Address | 880 Carillon Pkwy St Petersburg, FL 33716 |
| Industry | Investment Banking & Securities Dealing |
| Administrator | Trustee, Jeff Julien |
| Net Plan Assets | $187,000,000 |
| Total Participants | 5,400 |
| Avg Account Balance | $35,000 |
Top 2 Investment Holdings
| 1. | Raymond James Financial, Inc. Common Stock | 99% |
| 2. | Principal Money Market | 0% |
Other Companies in Peer Group
| BlackRock | 83.0 |
| The Bank of New York Mellon | 81.1 |
| Brown Brothers Harriman & Co. | 77.7 |
| Morgan Keegan & Company | 75.8 |
| Mercury General | 68.7 |
| Advance America, Cash Advance Centers | 30.9 |
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