Filed November 3, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $64,069 |
TIAA1 year Filed as: TIAA - TEACHERS INS AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $31,584 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $825 |
THE VANGUARD GROUP, INC.1 year Service code 50 · EIN 23-1945930 | Direct Payment | $345 |
Service code 50 · EIN 04-2647786 | Direct Payment | $144 |
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 | $125,050 | $68,408+82.8% | $57,196+118.6% | $57,658+116.9% |
| Participation rate | 96.0% | 79.1%+16.9pp | 75.3%+20.7pp | 70.2%+25.8pp |
| Annual return | 7.52% | 8.51%-1.0pp | 14.59%-7.1pp | 5.13%+2.4pp |
| Employer contribution / active EE | $5,186 | $2,869+80.7% | $2,683+93.3% | $1,974+162.7% |
| Participant deferral / active EE | $3,365 | $2,903+15.9% | $3,096+8.7% | $3,061+10.0% |
| Admin fee / account holder | $64 | $70-8.3% | $3,141-98.0% | $95-32.4% |