Filed July 29, 2011
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 |
|---|---|---|
Filed as: RAYMOND JAMES FSA 338 FEE Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $33,608 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $2,870 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 14 PO BOX 24926 · NEW YORK, NY 100874926 | Plan Administrator | $2,135 |
Service code 14 PO BOX 306462 · NASHVILLE, TN 372306462 | Plan Administrator | $1,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,566 | $38,165-27.8% | $189,758-85.5% | $69,255-60.2% |
| Participation rate | 62.4% | 66.7%-4.3pp | 79.8%-17.4pp | 69.0%-6.7pp |
| Annual return | 10.78% | 14.65%-3.9pp | 52.62%-41.8pp | 26.73%-16.0pp |
| Employer contribution / active EE | $829 | $1,589-47.8% | $4,767-82.6% | $2,645-68.7% |
| Participant deferral / active EE | $1,191 | $2,073-42.5% | $5,856-79.7% | $2,890-58.8% |
| Admin fee / account holder | $254 | $714-64.5% | $20,388-98.8% | $733-65.4% |