Filed May 15, 2013
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 |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $32,453 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $24,198 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $5,332 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,358 | $88,360-26.0% | $145,433-55.1% | $67,986-3.9% |
| Participation rate | 92.3% | 65.5%+26.8pp | 82.1%+10.1pp | 57.2%+35.1pp |
| Annual return | 70.39% | 63.15%+7.2pp | 66.58%+3.8pp | 31.67%+38.7pp |
| Employer contribution / active EE | $2,692 | $3,054-11.8% | $4,554-40.9% | $2,019+33.4% |
| Participant deferral / active EE | $5,137 | $5,932-13.4% | $7,897-35.0% | $3,358+53.0% |
| Admin fee / account holder | $424 | $3,313-87.2% | $13,129-96.8% | $3,203-86.8% |