Filed July 19, 2017
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $94,300 |
Filed as: RAYMOND JAMES FINANCIAL SVCS INC. Service code 28 · EIN 59-1531281 | Investment Management | $17,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,990 | $95,388-4.6% | $125,401-27.4% | $77,906+16.8% |
| Participation rate | 78.7% | 78.6%+0.1pp | 82.4%-3.7pp | 73.7%+5.0pp |
| Annual return | -12.00% | 116.19%-128.2pp | 572.53%-584.5pp | 12.16%-24.2pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,816-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $7,954 | $7,711+3.2% | $7,448+6.8% | $4,805+65.5% |
| Admin fee / account holder | $83 | $119-30.1% | $10,008-99.2% | $133-37.3% |