Filed October 19, 2016
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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES, I Service code 27 · EIN 59-1531281 | Advisory (Plan) | $55,000 |
Filed as: JEFFREY BRYSON Service code 56 999 NORTH CAPITAL STREET NE · WASHINGTON, DC 20002 | Non-monetary compensation | $0 |
PAULA PHILLIPS1 year Filed as: PAULA KING Service code 56 999 NORTH CAPITAL STREET NE · WASHINGTON, DC 20002 | Non-monetary compensation | $0 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
TIFFANY MILLER1 year Filed as: TIFFANY LAWERENCE Service code 56 999 NORTH CAPITAL STREET NE · WASHINGTON, DC 20002 | Non-monetary compensation | $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 | $185,007 | $39,859+364.2% | $78,676+135.2% | $57,658+220.9% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 6.30% | 18.96%-12.7pp | 62.19%-55.9pp | 5.13%+1.2pp |
| Employer contribution / active EE | $9,019 | $1,786+405.0% | $2,850+216.4% | $1,974+356.9% |
| Participant deferral / active EE | $8,225 | $2,248+265.8% | $3,517+133.9% | $3,061+168.7% |
| Admin fee / account holder | $125 | $76+63.6% | $4,510-97.2% | $95+31.9% |