Filed July 19, 2017
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $115,149 |
Filed as: RAYMOND JAMES FINANCIAL SRVC INC. Service code 28 · EIN 59-1531281 | Investment Management | $8,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,717 | $127,481-64.1% | $149,751-69.5% | $90,274-49.4% |
| Participation rate | 86.8% | 78.2%+8.6pp | 82.5%+4.4pp | 73.4%+13.5pp |
| Annual return | 14.03% | 57.78%-43.7pp | 276.71%-262.7pp | 53.97%-39.9pp |
| Employer contribution / active EE | $3,563 | $3,448+3.3% | $4,646-23.3% | $2,523+41.2% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,843-100.0% | $4,231-100.0% |
| Admin fee / account holder | $34 | $152-77.8% | $9,312-99.6% | $114-70.5% |