Filed March 24, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $104,120 |
USI CONSULTING GROUP4 years Service code 15 · EIN 06-1053228 | Recordkeeping | $59,141 |
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 17 · EIN 59-1237041 | Pension Consulting | $21,313 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,757 | $66,459+218.6% | $81,353+160.3% | $77,736+172.4% |
| Participation rate | 98.1% | 68.7%+29.4pp | 69.5%+28.6pp | 70.6%+27.6pp |
| Annual return | 19.57% | 15.95%+3.6pp | 24.82%-5.2pp | 31.26%-11.7pp |
| Employer contribution / active EE | $9,186 | $2,156+326.0% | $2,464+272.8% | $2,728+236.8% |
| Participant deferral / active EE | $8,992 | $3,674+144.7% | $3,885+131.5% | $4,651+93.4% |
| Admin fee / account holder | $149 | $585-74.5% | $5,766-97.4% | $433-65.5% |