Filed October 19, 2016
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES, I Service code 27 · EIN 59-1531281 | Advisory (Plan) | $55,000 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $890 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $179,665 | $38,925+361.6% | $73,836+143.3% | $55,191+225.5% |
| Participation rate | 100.0% | 66.0%+34.0pp | 73.4%+26.6pp | 69.2%+30.8pp |
| Annual return | 1.02% | 6.31%-5.3pp | 2268.06%-2267.0pp | 10.78%-9.8pp |
| Employer contribution / active EE | $8,926 | $1,695+426.6% | $2,787+220.2% | $1,899+370.1% |
| Participant deferral / active EE | $7,814 | $2,351+232.4% | $3,583+118.1% | $3,046+156.5% |
| Admin fee / account holder | $131 | $83+57.5% | $4,882-97.3% | $91+43.8% |