Filed November 3, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES AND ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $87,496 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $900 |
Service code 50 · EIN 04-2647786 | Direct Payment | $192 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,571 | $67,166+104.8% | $57,343+139.9% | $55,191+149.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 69.2%+30.8pp |
| Annual return | 2.95% | 4.22%-1.3pp | 24.39%-21.4pp | 10.78%-7.8pp |
| Employer contribution / active EE | $5,770 | $2,812+105.2% | $2,689+114.6% | $1,899+203.9% |
| Participant deferral / active EE | $3,724 | $2,835+31.4% | $3,162+17.8% | $3,046+22.3% |
| Admin fee / account holder | $72 | $44+64.6% | $3,356-97.9% | $91-21.0% |