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 MANAGEMENT3 years Filed as: SUN LIFE CAPITAL MANAGEMENT Service code 27 · EIN 04-3401283 | Advisory (Plan) | $152,466 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 27 880 CARILLION PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $112,500 |
Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $7,532 |
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 | $46,984-100.0% | $565,817-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 5.6%-5.6pp |
| Annual return | -16.69% | -15.92%-0.8pp | -8.80%-7.9pp | 39.82%-56.5pp |
| Employer contribution / active EE | $21,815 | $30,693-28.9% | $43,463-49.8% | $19,980+9.2% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $866-100.0% | $62-100.0% |