Filed September 24, 2013
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 & ASSOCIATES Service code 26 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $36,380 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $5,442 |
INTELLUS ADVISORS, LLC1 year Service code 26 · EIN 82-1978625 8889 PELICAN BAY BLVD · NAPLES, FL 34108 | Advisory (Participants) | $5,079 |
PENSION ASSURANCE LLP10+ years Filed as: KB PENSION SERVICES, INC. Service code 15 · EIN 62-0721164 9423 TOWN CENTER PKWY · LAKEWOOD RANCH, FL 34202 | Recordkeeping | $2,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,715 | $58,911+59.1% | $129,384-27.6% | $77,736+20.6% |
| Participation rate | 46.1% | 59.4%-13.3pp | 69.6%-23.5pp | 70.6%-24.5pp |
| Annual return | 12.22% | 24.75%-12.5pp | 9461.77%-9449.6pp | 31.26%-19.0pp |
| Employer contribution / active EE | $1,350 | $1,955-30.9% | $4,153-67.5% | $2,728-50.5% |
| Participant deferral / active EE | $3,316 | $3,220+3.0% | $4,166-20.4% | $4,651-28.7% |
| Admin fee / account holder | $457 | $592-22.8% | $7,686-94.1% | $433+5.4% |