Filed October 15, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $65,383 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $15,762 |
Service code 50 · EIN 27-4658935 | Direct Payment | $6,397 |
BLACKROCK3 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 04-3400483 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
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 | $17,684 | $47,456-62.7% | $172,753-89.8% | $77,775-77.3% |
| Participation rate | 91.4% | 66.3%+25.2pp | 82.6%+8.8pp | 73.2%+18.2pp |
| Annual return | 35.43% | 35.57%-0.1pp | 803.00%-767.6pp | 32.58%+2.9pp |
| Employer contribution / active EE | $1,660 | $1,574+5.5% | $5,144-67.7% | $2,504-33.7% |
| Participant deferral / active EE | $3,689 | $2,560+44.1% | $5,198-29.0% | $3,966-7.0% |
| Admin fee / account holder | $47 | $81-42.2% | $13,956-99.7% | $100-53.3% |