Filed August 21, 2015
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES I Service code 55 PO BOX 12749 · ST PETERSBURG, FL 33733 | Other Commissions | $9,675 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,025 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,656 | $74,089-57.3% | $133,975-76.4% | $55,167-42.6% |
| Participation rate | 80.1% | 84.3%-4.1pp | 87.1%-6.9pp | 69.0%+11.2pp |
| Annual return | 8.26% | 12.11%-3.9pp | 29.29%-21.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $2,209 | $3,064-27.9% | $5,211-57.6% | $1,963+12.6% |
| Participant deferral / active EE | $2,388 | $4,678-49.0% | $6,282-62.0% | $3,054-21.8% |
| Admin fee / account holder | $8 | $458-98.3% | $9,324-99.9% | $504-98.5% |