Filed April 27, 1998
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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $86,279 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $49,049 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $48,832 |
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $13,579 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,674 | $71,957-3.2% | $67,652+3.0% | $59,188+17.7% |
| Participation rate | 97.4% | 82.7%+14.7pp | 75.7%+21.7pp | 69.4%+27.9pp |
| Annual return | -0.15% | 8.53%-8.7pp | 6625.04%-6625.2pp | 5.51%-5.7pp |
| Employer contribution / active EE | $4,119 | $2,432+69.4% | $2,266+81.8% | $2,098+96.3% |
| Participant deferral / active EE | $4,465 | $4,211+6.0% | $3,560+25.4% | $3,265+36.8% |
| Admin fee / account holder | $73 | $64+13.7% | $4,821-98.5% | $92-20.9% |