Filed November 2, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $167,771 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $62,877 |
ASCENSUS LLC3 years Filed as: DWC ERISA CONSULTANTS, LLC Service code 13 | Contract Administrator | $13,059 |
ASCENSUS LLC2 years Filed as: DWC ERISA CONSULTANTS Service code 13 · EIN 26-2091417 | Contract Administrator | $295 |
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 | $27,145 | $48,406-43.9% | $104,614-74.1% | $90,274-69.9% |
| Participation rate | 48.4% | 64.3%-15.9pp | 74.1%-25.7pp | 73.4%-25.0pp |
| Annual return | 20.15% | 18.72%+1.4pp | 340.56%-320.4pp | 53.97%-33.8pp |
| Employer contribution / active EE | $1,142 | $1,115+2.4% | $2,681-57.4% | $2,523-54.8% |
| Participant deferral / active EE | $1,964 | $2,436-19.4% | $3,739-47.5% | $4,231-53.6% |
| Admin fee / account holder | $109 | $76+43.8% | $6,464-98.3% | $114-4.4% |