Filed January 15, 2013 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 26 P.O. BOX 23641 · ST. PETERSBURG, FL 33742 | Advisory (Participants) | $71,230 |
PENSION INC.4 years Service code 13 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $29,726 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,638 | $88,203+53.8% | $165,100-17.8% | $74,478+82.1% |
| Participation rate | 87.3% | 73.1%+14.2pp | 78.6%+8.7pp | 67.2%+20.1pp |
| Annual return | 9.84% | 17.13%-7.3pp | 70.21%-60.4pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $2,955 | $2,601+13.6% | $4,348-32.0% | $2,626+12.5% |
| Participant deferral / active EE | $10,473 | $4,505+132.5% | $6,035+73.5% | $4,350+140.8% |
| Admin fee / account holder | $637 | $2,235-71.5% | $12,696-95.0% | $1,946-67.2% |