Filed July 19, 2017
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $71,240 |
Filed as: RAYMOND JAMES FINANCIAL SVCS INC. Service code 28 · EIN 59-1531281 | Investment Management | $8,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $97,933 | $127,481-23.2% | $149,751-34.6% | $90,274+8.5% |
| Participation rate | 33.2% | 78.2%-45.0pp | 82.5%-49.3pp | 73.4%-40.1pp |
| Annual return | 17.70% | 57.78%-40.1pp | 276.71%-259.0pp | 53.97%-36.3pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,646-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $2,810 | $6,975-59.7% | $6,843-58.9% | $4,231-33.6% |
| Admin fee / account holder | $68 | $152-55.2% | $9,312-99.3% | $114-40.4% |