Filed October 15, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $66,525 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $53,391 |
BLACKROCK2 years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
IVY FUNDS2 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,477 | $45,382-74.7% | $154,108-92.6% | $75,289-84.8% |
| Participation rate | 90.7% | 65.9%+24.8pp | 83.0%+7.7pp | 72.4%+18.3pp |
| Annual return | -4.81% | -0.47%-4.3pp | 735.21%-740.0pp | -0.04%-4.8pp |
| Employer contribution / active EE | $1,410 | $1,533-8.0% | $5,298-73.4% | $2,405-41.4% |
| Participant deferral / active EE | $3,180 | $2,384+33.4% | $5,081-37.4% | $3,739-14.9% |
| Admin fee / account holder | $50 | $89-44.0% | $13,411-99.6% | $102-51.1% |