Filed April 18, 2014 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT2 years Filed as: SUN LIFE CAPITAL MANAGEMENT Service code 27 · EIN 04-3401283 | Advisory (Plan) | $99,775 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 27 880 CARILLION PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $37,500 |
Filed as: JOHN HANCOCK RETIREMENT Service code 11 · EIN 01-0233346 | Actuarial | $33,713 |
AETNA LIFE INSURANCE COMPANY3+ years Filed as: AETNA Service code 64 · EIN 06-6033492 | Recordkeeping Fees | $11,977 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $369,410-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 3.6%-3.6pp |
| Annual return | 7.81% | 10.82%-3.0pp | 8.29%-0.5pp | 11.84%-4.0pp |
| Employer contribution / active EE | $24,844 | $12,700+95.6% | $40,774-39.1% | $17,339+43.3% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $4,495-100.0% | $409-100.0% |