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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $131,938 |
SLC MANAGEMENT5 years Filed as: SUN LIFE CAPITAL MANAGEMENT Service code 27 · EIN 04-3401283 | Advisory (Plan) | $82,018 |
Filed as: CONCURRENT INVESTMENT ADVISORS Service code 27 · EIN 92-1819393 | Advisory (Plan) | $75,000 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 27 880 CARILLION PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $22,358 |
HAM, LANGSTON & BREZINA, LLP2 years Service code 10 · EIN 76-0448495 | Accounting | $17,680 |
THE BANK OF NEW YORK MELLON3 years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $14,401 |
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 | $33,520-100.0% | $458,700-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 2.1%-2.1pp |
| Annual return | 4.19% | 6.45%-2.3pp | 8.61%-4.4pp | 7.65%-3.5pp |
| Employer contribution / active EE | $25,053 | $20,590+21.7% | $33,046-24.2% | $20,582+21.7% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $33,172-100.0% | $193-100.0% |