Filed July 25, 2006
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.
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $23,091 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,457 |
AMERICAN CENTURY1 year Service code 52 · EIN 77-0273954 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
BARON1 year Service code 52 · EIN 13-3806818 | Indirect Investment Fees | $0 |
COHEN & STEERS1 year Service code 52 · EIN 01-3335336 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 20-2175919 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 56-2496727 | Indirect Investment Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,423 | $50,637+98.3% | $86,582+16.0% | $62,293+61.2% |
| Participation rate | 88.8% | 67.9%+20.9pp | 73.5%+15.2pp | 69.5%+19.3pp |
| Annual return | 15.21% | 20.80%-5.6pp | 965.08%-949.9pp | 28.90%-13.7pp |
| Employer contribution / active EE | $1,682 | $2,075-18.9% | $2,839-40.7% | $2,042-17.6% |
| Participant deferral / active EE | $8,343 | $2,611+219.5% | $3,609+131.2% | $3,169+163.3% |
| Admin fee / account holder | $10 | $413-97.7% | $4,904-99.8% | $479-98.0% |