Filed November 2, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $180,885 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1531281 | Advisory (Plan) | $64,740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,069 | $58,336-3.9% | $97,260-42.4% | $199,960-72.0% |
| Participation rate | 69.3% | 63.8%+5.5pp | 72.7%-3.4pp | 72.0%-2.7pp |
| Annual return | 14.30% | 32.81%-18.5pp | 75.54%-61.2pp | 34.28%-20.0pp |
| Employer contribution / active EE | $2,288 | $1,416+61.6% | $2,721-15.9% | $3,036-24.6% |
| Participant deferral / active EE | $4,369 | $3,240+34.8% | $4,262+2.5% | $5,087-14.1% |
| Admin fee / account holder | $166 | $114+45.4% | $5,640-97.1% | $269-38.5% |