Filed October 15, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $27,229 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $17,201 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3703799 | Indirect Investment Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,677 | $44,989-78.5% | $170,435-94.3% | $77,958-87.6% |
| Participation rate | 89.7% | 64.6%+25.1pp | 83.6%+6.2pp | 71.6%+18.1pp |
| Annual return | 30.66% | 19.61%+11.1pp | 205.94%-175.3pp | 20.87%+9.8pp |
| Employer contribution / active EE | $1,229 | $1,466-16.2% | $5,432-77.4% | $2,310-46.8% |
| Participant deferral / active EE | $2,675 | $2,208+21.2% | $4,939-45.8% | $3,537-24.4% |
| Admin fee / account holder | $16 | $69-76.5% | $13,881-99.9% | $97-83.4% |