Filed July 19, 2017
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $46,014 |
Filed as: RAYMOND JAMES FINANCIAL SVCS INC. Service code 28 · EIN 59-1531281 | Investment Management | $17,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $73,167 | $88,874-17.7% | $123,553-40.8% | $75,289-2.8% |
| Participation rate | 15.4% | 75.9%-60.4pp | 82.3%-66.9pp | 72.4%-57.0pp |
| Annual return | -2.61% | 4.22%-6.8pp | 119.21%-121.8pp | -0.04%-2.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $4,628-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,231 | $6,174-80.1% | $6,426-80.8% | $3,739-67.1% |
| Admin fee / account holder | $61 | $95-35.7% | $9,284-99.3% | $102-40.6% |