Filed March 4, 2006
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 27 · EIN 59-1531281 | Advisory (Plan) | $40,000 |
Service code 49 · EIN 04-1590850 | Other Services | $18,708 |
SPRENGER ENTERPRISES, INC.2 years Service code 50 · EIN 34-1623232 | Direct Payment | $17,666 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
GLENMEDE2 years Service code 52 · EIN 23-1512117 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,504 | $45,382-32.8% | $154,108-80.2% | $75,289-59.5% |
| Participation rate | 25.3% | 65.9%-40.6pp | 83.0%-57.7pp | 72.4%-47.1pp |
| Annual return | -6.01% | -0.47%-5.5pp | 735.21%-741.2pp | -0.04%-6.0pp |
| Employer contribution / active EE | $253 | $1,533-83.5% | $5,298-95.2% | $2,405-89.5% |
| Participant deferral / active EE | $383 | $2,384-83.9% | $5,081-92.5% | $3,739-89.8% |
| Admin fee / account holder | $52 | $89-42.2% | $13,411-99.6% | $102-49.5% |