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 49 · EIN 04-1590850 | Other Services | $95,571 |
Filed as: RAYMOND JAMES FIN SVCS ADV, INC. Service code 27 · EIN 59-2937883 | Advisory (Plan) | $65,000 |
BDO USA, LLP5+ years Filed as: BDO USA LLP Service code 10 · EIN 34-1945695 | Accounting | $25,518 |
AMERICAN CENTURY3 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DODGE & COX3 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
GLENMEDE3 years Service code 52 · EIN 23-1512117 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,641 | $105,173-18.6% | $87,102-1.7% | $77,775+10.1% |
| Participation rate | 96.2% | 85.8%+10.4pp | 76.9%+19.3pp | 73.2%+22.9pp |
| Annual return | 26.99% | 24.52%+2.5pp | 28.19%-1.2pp | 32.58%-5.6pp |
| Employer contribution / active EE | $3,358 | $2,890+16.2% | $2,521+33.2% | $2,504+34.1% |
| Participant deferral / active EE | $4,263 | $5,048-15.6% | $4,048+5.3% | $3,966+7.5% |
| Admin fee / account holder | $55 | $105-47.7% | $7,493-99.3% | $100-45.4% |